N.E.C.A. I.B.E.W. Local Union No. 35 Annuity Plan
Sponsored by Bd Of Trustees Neca Ibew Local Union No 35 · EIN 060008934 · Plan #001
- Total assets
- $96.3M
- Net assets
- $96.2M
- Active participants
- 486
- With balances
- 670
Plan year beginning 06/01/2024 · Profit-sharing, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Distribution (12b-1) fees, Non-monetary compensation, Consulting fees | $99,792 |
| Solxsys Administrative Solutions | Contract administrator, Other services, Direct payment from the plan | $39,000 |
| Meketa Investment Group Llp | Consulting (pension), Investment management fees (direct) | $22,750 |
| Robert M Cheverie & Assoc | Legal, Direct payment from the plan | $20,000 |
| Novak Francella | Accounting, Direct payment from the plan | $19,126 |
| Zenith American Solutions Inc | Contract administrator, Plan administrator, Recordkeeping | $11,424 |
| The Segal Company | Consulting (general), Direct payment from the plan | $5,318 |