Neca Local 145 Ibew Pension Fund
Sponsored by Neca Local 145 Ibew Pension Fund · EIN 366492101 · Plan #001 · Moline, IL
- Total assets
- $275M
- Net assets
- $275M
- Active participants
- 865
- With balances
- 0
Plan year beginning 09/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Madison Investment Advisors, Llc CRD 110297 | fuzzy_auto · 96% | 2024 |
| Jensen Investment Management Inc CRD 105281 | fuzzy_auto · 93% | 2024 |
| Investment Consulting Group Inc CRD 106967 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| R J Lee & Associates, Llp | Contract administrator | $214,632 |
| Dana Investment Advisors, Inc. | Trustee (institutional), Investment management fees (direct), Soft dollars commissions | $179,589 |
| Quad City Bank & Trust | Custodial (securities), Recordkeeping | $120,269 |
| Bartlett & Co | Investment management | $104,190 |
| Calibre Cpa Group, Pllc | Accounting | $51,068 |
| Madison Investments | Investment management | $45,307 |
| Jensen Investments | Investment management | $41,943 |
| United Actuarial Services | Actuarial | $36,800 |
| Investment Consulting Group | Investment advisory (plan) | $33,500 |
| Mccarthy Callas Church Feeney, P.C. | Legal | $15,537 |
| Thomas Hammar, Cpa | Accounting | $12,270 |