Ibew Local No. 32 Neca Pension Plan
Sponsored by Board Of Trustees Of The Ibew Local No. 32 Neca Pension Plan · EIN 316152294 · Plan #001
- Total assets
- $41.0M
- Net assets
- $40.8M
- Active participants
- 239
- With balances
- 0
Plan year beginning 01/01/2024
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 |
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 98% | 2024 |
| National Real Estate Advisors, Llc CRD 148615 | deterministic · 100% | 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 |
|---|---|---|
| Tic Midwest | Plan administrator, Direct payment from the plan, Copying and duplicating | $42,464 |
| Cuni Rust & Strenk | Actuarial, Direct payment from the plan | $28,825 |
| Allotta Farley Co Lpa | Legal, Direct payment from the plan | $22,985 |
| Dgperry, Pllc | Accounting, Direct payment from the plan | $22,109 |
| Mariner Wealth Advisors | Investment advisory (plan), Investment management fees (direct) | $20,000 |
| National Real Estate Advisors Llc | Investment management fees (indirect), Real estate brokerage, Investment management | $19,995 |
| Ullico Investment Advisors | Investment management, Custodial (securities), Investment management fees (indirect) | $18,478 |
| Asb Capital Management | Custodial (securities), Investment management, Investment management fees (indirect) | $13,056 |
| Keybank National Association | Custodial (securities), Investment management fees (indirect), Investment management | $8,559 |
| Pnc Bank National Association | Direct payment from the plan, Account maintenance fees | $8,313 |
| Eberts & Harrison, Inc. | Insurance agents and brokers, Insurance brokerage commissions | $6,145 |