Ibew Local No. 32 Neca Profit Sharing Annuity Plan
Sponsored by Board Of Trustees Ibew Local No 32 Neca Psap · EIN 621122985 · Plan #002
- Total assets
- $44.5M
- Net assets
- $44.4M
- Active participants
- 365
- With balances
- 385
Plan year beginning 06/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Servic | Recordkeeping, Float revenue, Recordkeeping fees | $28,404 |
| Dgperry, Pllc | Accounting, Direct payment from the plan | $22,465 |
| Tic Midwest | Plan administrator, Copying and duplicating, Direct payment from the plan | $22,378 |
| Mariner Wealth Advisors, Llc | Investment advisory (plan), Investment management fees (direct) | $19,042 |
| Allotta Farley Co Lpa | Legal, Direct payment from the plan | $18,908 |
| Eberts & Harrison Inc | Insurance agents and brokers, Insurance brokerage commissions, Direct payment from the plan | $12,384 |