Southern Ct Ibew Annuity Plan
Sponsored by Bd Of Trustees Southern Ct Ibew Annuity Fund · EIN 060932220 · Plan #001
- Total assets
- $86.0M
- Net assets
- $85.9M
- Active participants
- 484
- With balances
- 651
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co. | Distribution (12b-1) fees, Account maintenance fees, Consulting fees | $68,778 |
| Morgan Stanley Global Banking | Custodial (securities), Investment management fees (direct), Investment advisory (plan) | $66,326 |
| Zenith American Solutions | Contract administrator, Direct payment from the plan | $46,296 |
| Solxsys Administrative Solutions | Contract administrator, Direct payment from the plan | $26,000 |
| Robert M. Cheverie & Assoc | Legal, Direct payment from the plan | $20,000 |
| Novak Francella | Accounting, Direct payment from the plan | $14,941 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $5,317 |