N.E.C.A. I.B.E.W. Local Union No. 35 Pension Fund
Sponsored by Bd Of Trustees N.E.C.A. I.B.E.W. Local Union No. 35 Pension Fund · EIN 066152969 · Plan #001
- Total assets
- $84.8M
- Net assets
- $84.7M
- Active participants
- 408
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Harbourvest Partners, Llc CRD 109846 | fuzzy_auto · 99% | 2024 |
| Rcp Advisors 2, Llc CRD 289963 | deterministic · 100% | 2024 |
| National Real Estate Advisors, Llc CRD 148615 | deterministic · 100% | 2024 |
| Ubs Realty Investors Llc CRD 107758 | deterministic · 100% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Meketa Investment Group Llp | Consulting (pension), Investment management fees (direct) | $68,125 |
| Cbiz Inc | Actuarial, Direct payment from the plan | $61,968 |
| Solxsys Admin Solutions, Llc | Contract administrator, Direct payment from the plan | $54,700 |
| Robert Cheverie & Assoc. | Legal, Direct payment from the plan | $50,000 |
| National Real Estate Advisors, Llc | Investment management, Investment management fees (direct) | $44,556 |
| Ubs Realty Investors Llc | Investment management, Investment management fees (indirect) | $42,005 |
| Principal Custody Solutions | Custodial (securities), Direct payment from the plan | $26,777 |
| Zenith American Solutions, Inc. | Contract administrator, Direct payment from the plan | $25,928 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $22,776 |
| Mcg Altscape Master Fund, L.P. | Investment management, Direct payment from the plan | $7,530 |
| The Union Labor Life Ins. Co. | Investment management, Investment management fees (direct) | $6,219 |
| Ifm Investors, Llc | Investment management, Foreign entity, Investment management fees (indirect) | $0 |
| Harborvest Partners, Llc | Investment management, Investment management fees (indirect) | $0 |
| Rcp Advisors 2, Llc | Investment management, Investment management fees (indirect) | $0 |
| Hamilton Lane Advisors, Llc | Investment management, Investment management fees (indirect) | $0 |