Southern California Ibew Neca Defined Contribution Plan
Sponsored by Board Of Trustees, Southern California Ibew Neca · EIN 950079082 · Plan #002
- Total assets
- $1.3B
- Net assets
- $1.3B
- Active participants
- 27,241
- With balances
- 13,615
Plan year beginning 07/01/2024 · Money purchase
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 |
|---|---|---|
| So Ca Ibew Neca Admin. Corp. | Contract administrator | $1,837,974 |
| John Hancock Retirement Plan Svcs | Recordkeeping, Custodial (securities), Float revenue | $603,264 |
| Ullico | Investment management, Investment management fees (direct) | $559,221 |
| Global Trust Company | Trustee (institutional) | $461,763 |
| Dodge & Cox | Investment management fees (direct), Soft dollars commissions | $337,347 |
| Morgan Lewis & Brockius Llp | Legal, Direct payment from the plan | $253,621 |
| Earnest Partners, Llc | Investment management fees (direct), Soft dollars commissions | $208,437 |
| Bush Gottlieb, A Law Corporation | Legal | $109,154 |
| Segal Advisors Inc. D/B/A Segal Mar | Investment advisory (plan) | $105,000 |
| The Bank Of New York Mellon Tr. Co. | Custodial (securities), Float revenue, Other fees | $101,409 |
| Miller Kaplan Arase Llp | Accounting | $77,660 |
| Laquer Urban Clifford & Hodge Llp | Legal | $39,246 |
| Amalgamated Bank | Custodial (securities), Trustee (institutional), Investment management fees (direct) | $34,104 |