Iue Cwa 401(k) Retirement Savings And Security Plan
Sponsored by Trustees Of The Iue Cwa Afl Cio Pension Fund · EIN 223345052 · Plan #003
- Total assets
- $82.9M
- Net assets
- $82.3M
- Active participants
- 2,780
- With balances
- 4,273
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Participant loan processing | $222,330 |
| Zenith American Solutions | Contract administrator, Direct payment from the plan | $124,554 |
| Amalgamated Employee Ben Plan Admin | Accounting, Direct payment from the plan | $96,146 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $28,000 |
| Schulte Roth & Zable, Llp | Legal, Direct payment from the plan | $14,185 |
| Counsel Advisors, Inc. | Consulting (general), Direct payment from the plan | $10,500 |
| Segal Marco Advisors | Investment management, Investment management fees (direct) | $10,000 |
| Cohen Weiss & Simons Llp | Legal, Direct payment from the plan | $9,919 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Mid Atlantic Capital Corporation | Securities brokerage, Securities brokerage commissions | $0 |