Neca Local Union No 313 Ibew Pension Plan
Sponsored by Bd Of Tees Of Neca Lu No 313 Ibew Pension Plan · EIN 516025969 · Plan #001
- Total assets
- $234M
- Net assets
- $234M
- Active participants
- 823
- 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 |
|---|---|---|
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
| Stacey Braun Associates Inc CRD 105056 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Boston Partners | Investment management, Investment management fees (direct), Investment management fees (indirect) | $450,494 |
| Stacey Braun Associates Inc | Investment management, Soft dollars commissions, Investment management fees (direct) | $339,056 |
| Asb Capital Management, Llc | Custodial (securities), Investment management, Investment management fees (direct) | $99,101 |
| Zenith | Contract administrator, Direct payment from the plan | $97,619 |
| Rbc Wealth Mgmt | Investment advisory (plan), Investment management fees (direct) | $89,331 |
| Segal Consulting | Actuarial, Direct payment from the plan | $84,605 |
| Pnc Bank, N.A | Distribution (12b-1) fees, Recordkeeping fees, Account maintenance fees | $80,929 |
| Young Conaway Stargatt & Taylor Llp | Legal, Direct payment from the plan | $34,193 |
| Holroyd Gelman, P.C. | Legal, Direct payment from the plan | $27,854 |
| Daniel A. Winters | Accounting, Direct payment from the plan | $12,887 |
| Segal Marco Advisors | Consulting (general), Direct payment from the plan | $11,719 |
| J.A Mariano Agency, Inc | Insurance agents and brokers, Direct payment from the plan | $10,570 |