Neca Lu No 313 Ibew Deferred Income Plan
Sponsored by Bd Of Tees Of Neca Lu No 313 Ibew Deferred Income Plan · EIN 510285774 · Plan #002
- Total assets
- $226M
- Net assets
- $226M
- Active participants
- 1,366
- With balances
- 925
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group | Recordkeeping, Shareholder servicing fees, Custodial (securities) | $222,582 |
| Zenith | Contract administrator, Direct payment from the plan | $57,541 |
| Rbc Wealth Mgmt | Investment advisory (plan), Direct payment from the plan | $50,000 |
| Daniel A. Winters & Company | Accounting, Direct payment from the plan | $14,079 |
| J.A Mariano Agency, Inc | Insurance agents and brokers, Direct payment from the plan | $10,570 |