AUMdb

Wisconsin Neca Ibew Retirement Plan

Sponsored by Trustees Of Wisconsin Neca Ibew · EIN 391571911 · Plan #001 · Madison, WI

Total assets
$715M
Net assets
$715M
Active participants
2,796
With balances
2,856

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Mariner Institutional, Llc CRD 111964 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Contract administrator, Recordkeeping, Custodial (securities) $112,651
Weebf Contract administrator, Plan administrator, Recordkeeping $94,050
Reinhart Boerner Van Deuren S.C Legal, Direct payment from the plan $73,812
Cliftonlarsonallen Llp Accounting, Direct payment from the plan $31,967
Mariner Institutional Llc Investment advisory (plan) $21,750
Allen Bates Technologies, Inc. Other fees $5,060