Plans listing this provider
26
0.05% of the 56,420 plans with Schedule H financials; 28 in 2023
Providers › Segal Marco Advisors
Segal Marco Advisors
- Service provider, as named on Schedule C
- EIN 132646110
- Plan year 2024
- Direct compensation reported $1,347,134
Assets of those plans
$24,998,088,177
0.32% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,347,134
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 22 |
| 50 | Direct payment from the plan | 15 |
| 16 | Consulting (general) | 2 |
| 51 | Investment management fees paid directly by plan | 2 |
| 17 | Consulting (pension) | 1 |
| 28 | Investment management | 1 |
| 49 | Other services | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Deferred Salary Plan of the Electrical Industry | Board of Trustees of the Deferred Salary Plan of the Electrical IND | $8,023,999,241 | 33,824 | $158,291 |
| Elevator Constructors Annuity and 401(k) Retirement Plan | BD of Trustees of the Elev Constu Annuity and 401(k) RET Plan | $7,291,286,104 | 32,732 | $208,000 |
| Building Service 32BJ Supplemental Retirement Savings Plan | Board of Trustees of the Building Service 32BJ Supplemental | $2,557,945,511 | 101,244 | $39,586 |
| Electrical Workers Local No. 292 Defined Contribution and 401(k) Plan | Trustees Electrical Workers Local No.292 Defined Contribution and 401(k) | $1,187,917,693 | 6,319 | $77,000 |
| NBA Retirement Plan | National Basketball Association | $760,215,457 | 2,233 | $42,710 |
| International Union of Operating Engineers Local 4 Annuity | Board of Trustees I.U.O.E. Local 4 Annuity Fund | $724,625,232 | 6,298 | $59,000 |
| Manpowergroup 401(k) Savings Plan | Manpowergroup | $686,110,445 | 11,121 | $60,300 |
| Equity League 401(k) Plan | Board of Trustees of the Equity League 401(k) Plan | $557,096,707 | 24,451 | $79,828 |
| I. B. E. W. Local 25 401(k) Fund | Board of Trustees of I.B.E.W. Local 25 401(k) Fund | $428,606,013 | 2,902 | $75,648 |
| Iuoe Local 478 Annuity Fund | Board of Trustees Iuoe Local 478 Annuity Fund | $377,321,362 | 3,851 | $44,403 |
| Pipeline Industry Annuity 401(k) Trust | Pipeline Industry 401(k) Fund | $340,392,431 | 6,271 | $27,083 |
| Scor U.S. Group Retirement and Savings Plan | Scor U.S. | $314,628,790 | 982 | $38,925 |
| IBEW Local 683 Profit Sharing Annuity Plan | IBEW Local 683 Board of Trustees | $248,947,292 | 4,239 | $75,000 |
| DFS Retirement Plan | DFS Group | $229,758,118 | 2,097 | $71,203 |
| U.A. Local 13 Annuity Fund | U.A. Local 13 Annuity Fund | $201,435,873 | 1,410 | $31,785 |
| Liuna National 401(k) Retirement Savings Plan | Board of Trustees of the Liuna National 401(k) Retirement Savings Plan | $181,534,121 | 1,231 | $40,000 |
| I. B. E. W. Local Union No. 124 401(k) Plan | I.B.E.W Local Union No. 124 | $156,510,693 | 2,765 | $20,322 |
| Afl-cio Deferred Compensation Plan | Trustee & Board of Directors of Afl-cio Deferred Compensation Plan | $154,628,108 | 1,520 | $5,000 |
| IBEW Local No. 716 Retirement Plan | Board of Trustees of the IBEW Local No. 716 Retirement Trust Fund | $131,614,880 | 6,109 | $50,000 |
| Southern Nevada and California Glaziers, Fabricators, Painters and Floorcoverers Pension Trust Fund | Southern NV & CA Glaziers Fabricators Painters & Floorcoverers Pensio | $109,441,410 | 8,658 | $27,447 |
| Iron Workers' Locals No. 15 & 424 Annuity Plan | Board of Trustees Iron Workers' Locals No. 15 & 424 | $79,646,036 | 1,116 | $23,103 |
| I.B.E.W. Local Union No. 479 Annuity / 401(k) Plan | Trustees of I.B.E.W. Local Union No 479 Annuity 401(k) Plan | $71,453,892 | 1,704 | $30,000 |
| Texas Iron Workers' Defined Contribution Retirement Plan | Trustees of Texas Iron Workers' Defined Contribution Retirement Plan | $70,945,919 | 7,871 | $25,000 |
| UA Local 190 Defined Contribution Plan | Joint Board of Trustees of the UA Local 190 Defined Contribution Plan | $69,246,838 | 1,960 | $12,500 |
| The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, Afl-cio 401(k) Plan | Local Union No. 3 IBEW Afl-cio | $31,487,817 | 129 | $5,000 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.