Central California Ibew Neca Pension Trust Fund
Sponsored by Board Of Trustees, Central California Ibew Neca · EIN 956209008 · Plan #001
- Total assets
- $131M
- Net assets
- $130M
- Active participants
- 385
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| United Administrative Services, Inc | Investment management, Investment management fees (direct) | $96,177 |
| Dodge And Cox | Investment management, Investment management fees (direct) | $56,249 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $55,096 |
| Asb Capital Management | Investment management, Investment management fees (direct) | $48,859 |
| Nwps | Actuarial, Direct payment from the plan | $47,200 |
| George Berla Consulting | Investment advisory (plan), Direct payment from the plan | $45,360 |
| U.S. Bank N.A. | Custodial (securities), Direct payment from the plan | $27,462 |
| Neyhart, Anderson, Flynn & Grosboll | Legal, Direct payment from the plan | $25,446 |
| Local 413 | Recordkeeping, Direct payment from the plan | $16,863 |
| Local 639 | Recordkeeping, Direct payment from the plan | $9,443 |
| Smart Source Critical Communication | Other services, Direct payment from the plan | $9,223 |