Ibew Local 505 Neca Pension Plan
Sponsored by Ibew Local 505 Neca Pension Plan · EIN 510176914 · Plan #001 · Mobile, AL
- Total assets
- $71.7M
- Net assets
- $71.7M
- Active participants
- 442
- With balances
- 0
Plan year beginning 09/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Highland Capital Management, Llc CRD 104842 | deterministic · 100% | 2024 |
| Reynolds Consulting Services Llc CRD 135768 | fuzzy_auto · 96% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Highland Capital Management Llc | Investment management | $154,413 |
| Gulf States Consultants & Administr | Contract administrator, Recordkeeping | $79,000 |
| Reynolds Consulting | Investment advisory (plan) | $43,542 |
| Multi Employer Property Trust | Investment management | $39,877 |
| Boyd Watterson | Investment management | $39,813 |
| Ullico Investment Advisors, Inc | Investment management | $39,256 |
| Us Bank | Custodial (securities) | $23,345 |
| Carr, Riggs & Ingram, Llc | Accounting | $22,773 |
| Southern Actuarial Services Company | Actuarial | $18,575 |
| Quinn, Connor, Weaver, Davies | Legal | $5,345 |