Ibew Local No. 716 Retirement Plan
Sponsored by Board Of Trustees Of The Ibew Local No. 716 Retirement Trust Fund · EIN 316620547 · Plan #001
- Total assets
- $132M
- Net assets
- $132M
- Active participants
- 5,375
- With balances
- 6,109
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 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $296,188 |
| Segal Marco | Investment advisory (plan), Direct payment from the plan | $50,000 |
| Edwards & Leathers, P.C. | Accounting, Direct payment from the plan | $15,500 |
| Benefit Resources, Inc. | Contract administrator, Direct payment from the plan | $11,250 |
| The Segal Company | Consulting (general), Direct payment from the plan | $9,641 |
| Patrick Flynn | Legal, Direct payment from the plan | $7,202 |