Neca Ibew Local 364 Defined Contribution Plan
Sponsored by Trustees Of Neca Ibew Local 364 Contribution Pension Trust Fund · EIN 363306560 · Plan #002
- Total assets
- $489M
- Net assets
- $488M
- Active participants
- 1,010
- With balances
- 1,254
Plan year beginning 05/01/2024 · Money purchase, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
| Dolan Mceniry Capital Management Llc CRD 108658 | deterministic · 100% | 2024 |
| White Oak Global Advisors, Llc CRD 149659 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Meketa Investment Group | Consulting (pension), Investment advisory (plan) | $115,667 |
| Dolan, Mceniry Capital Management | Investment management | $74,234 |
| Tic International | Contract administrator | $61,108 |
| White Oak Global Advisors, Llc | Investment management | $40,236 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees, Securities brokerage commissions | $36,828 |
| Eric J. Fernandez & Co. Cpa's | Accounting | $29,875 |
| Baum, Sigman Auerbach & Neuman Ltd. | Legal | $22,520 |
| Richard J. Wolf And Company | Accounting | $6,759 |