New England Electrical Workers Money Purchase Plan And Trust
Sponsored by New England Electrical Workers Money Purchase Plan And Trust · EIN 060962207 · Plan #001
- Total assets
- $870M
- Net assets
- $868M
- Active participants
- 10,678
- With balances
- 8,334
Plan year beginning 01/01/2024 · 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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Contract administrator, Participant loan processing, Custodial (securities) | $363,398 |
| Zenith American Solutions | Contract administrator, Direct payment from the plan | $90,200 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $72,247 |
| Solxsys Administrative Solutions Ll | Contract administrator, Direct payment from the plan | $68,000 |
| Robert M.Cheverie & Assoc.P.C. | Legal, Direct payment from the plan | $63,600 |
| Morgan Stanley | Investment management fees (direct), Consulting fees | $55,000 |
| The Segal Company | Investment management fees (direct), Consulting fees | $7,976 |