Ibew Local No 640 & Az Chapter Neca Defined Contribution Plan
Sponsored by B Of T Ibew Local No 640 & Az Chapter Neca Defined Contribution Plan · EIN 860323980 · Plan #002 · Phoenix, AZ
- Total assets
- $137M
- Net assets
- $137M
- Active participants
- 6,339
- With balances
- 5,088
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).
| Firm | Match | Plan year |
|---|---|---|
| Alan D Biller & Associates, Inc. CRD 105283 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Financial Group | Investment management fees (direct), Recordkeeping | $272,892 |
| Zenith American Solutions | Contract administrator, Recordkeeping | $119,779 |
| Alan D Biller & Associates | Investment advisory (plan) | $103,846 |
| Baldwin Moffitt Behm Llp | Accounting | $25,966 |
| The Segal Company | Consulting (pension) | $25,885 |
| Kelley Law Group | Legal | $21,415 |
| Segal Select Insurance | Insurance brokerage commissions | $17,643 |
| Necastar | Contract administrator | $11,703 |
| International Printing Co | Copying and duplicating | $7,162 |