Ibew Local 531 & Neca Money Purchase Pension Plan
Sponsored by Trustees Of Ibew Local 531 & Neca Money Purchase Pension Plan · EIN 356068417 · Plan #002
- Total assets
- $137M
- Net assets
- $137M
- Active participants
- 805
- With balances
- 908
Plan year beginning 08/01/2024 · Money purchase, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping, Custodial (securities), Direct payment from the plan | $100,168 |
| Zenith American Solutions | Accounting, Contract administrator, Plan administrator | $37,081 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $29,667 |
| The Segal Company (Midwest) Inc. | Consulting (general), Direct payment from the plan, Other commissions | $22,894 |
| L.M. Henderson | Recordkeeping, Direct payment from the plan | $22,544 |
| May, Oberfell, Lorber | Legal, Direct payment from the plan | $21,045 |
| Legacy Professionals Llp | Accounting, Direct payment from the plan | $18,500 |
| Ledbetter Partners Llc | Legal, Direct payment from the plan | $6,641 |
| Iron Mountain | Other services, Direct payment from the plan | $5,383 |