Orange County Ibew Neca Electrical Workers Defined Contribution Pension Plan
Sponsored by Board Of Trustees, Orange County Ibew Neca Electrical · EIN 760759816 · Plan #001
- Total assets
- $335M
- Net assets
- $335M
- Active participants
- 4,316
- With balances
- 4,741
Plan year beginning 07/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Capital Investment Advisors Inc CRD 107772 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping, Recordkeeping fees | $460,755 |
| United Administrative Services Inc | Contract administrator | $54,243 |
| Strategic Capital Investment Adviso | Investment advisory (plan) | $48,000 |
| Neyhart Anderson Flynn & Grosboll | Legal | $25,317 |
| Miller Kaplan Arase Llp | Accounting | $23,000 |
| Marsh & Mclennan Agency | Insurance agents and brokers | $0 |