New Mexico Electricians Retirement Benefit Fund
Sponsored by New Mexico Electricians Retirement Benefit Fund · EIN 516105542 · Plan #001 · Albuquerque, NM
- Total assets
- $239M
- Net assets
- $239M
- Active participants
- 1,444
- With balances
- 2,603
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 |
|---|---|---|
| Ulrich Consulting And Investment Group, Llc CRD 159499 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bok Financial | Custodial (other) | $277,539 |
| Ulrich Consulting Group | Investment management | $107,625 |
| Southwest Service Administrators | Contract administrator | $88,027 |
| Segal Select Insurance Services | Insurance brokerage commissions | $40,859 |
| The Segal Company | Consulting (pension) | $24,535 |
| Law Office Of Justin Lesky | Legal | $15,833 |
| Baldwin Moffitt Behm Llp | Accounting | $15,123 |
| Kelley Law Group | Legal | $14,950 |
| Letterstream | Copying and duplicating | $6,630 |