Neca Ibew Local 176 Pension Trust Fund
Sponsored by Trustees Of The Neca Ibew Local 176 Pension Trust Fund · EIN 362953263 · Plan #001
- Total assets
- $725M
- Net assets
- $724M
- Active participants
- 2,166
- With balances
- 2,166
Plan year beginning 06/01/2024 · Money purchase, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| G Legion, Llc CRD 286297 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Peirce Park Group Inc. CRD 118655 | fuzzy_auto · 98% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Keeley Teton Advisors | Investment management fees (direct), Investment management | $259,553 |
| Zenith American Solutions | Contract administrator | $190,200 |
| Arnold & Kadjan | Legal | $179,036 |
| Asb Capital Management | Investment management fees (direct), Investment management | $137,278 |
| John Hancock Retirement Plan Servic | Custodial (securities), Recordkeeping | $120,865 |
| Marquette & Associates | Investment advisory (plan) | $71,750 |
| National Investment Services, Inc. | Investment management fees (direct), Investment management | $54,860 |
| Calibre Cpa Group, Pllc | Accounting | $39,600 |
| Richard J Wolf & Co, Inc | Accounting | $33,748 |
| Greenberg Traurig Llp | Legal | $30,000 |
| Hunt Insurance Agency | Insurance brokerage commissions | $0 |