Southern California Ibew Neca Pension Plan
Sponsored by Board Of Trustees, Southern California Ibew Neca · EIN 956392774 · Plan #001
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 8,335
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | fuzzy_auto · 98% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Old Glory Asset Management Llc CRD 126013 | deterministic · 100% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
| Kayne Anderson Capital Advisors, L.P. CRD 104536 | fuzzy_auto · 98% | 2024 |
| Westport Capital Partners Llc CRD 157493 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| So Ca Ibew Neca Admin. Corp. | Contract administrator | $3,084,693 |
| Hamilton Lane Advisors Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $1,576,619 |
| Washington Capital Management, Inc. | Investment management, Investment management fees (direct) | $1,288,339 |
| Sierra Investment Partners Inc | Investment management, Investment management fees (direct) | $1,286,239 |
| Boston Partners Global Investors,In | Investment management, Investment management fees (direct), Investment management fees (indirect) | $870,192 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $530,488 |
| Ullico Investment Advisors Inc | Investment management, Investment management fees (direct) | $476,596 |
| Rael & Letson | Actuarial, Consulting (pension), Valuation | $328,683 |
| Horizon Actuarial Services, Llc | Actuarial | $271,565 |
| Investment Performance Services | Investment advisory (plan), Investment management fees (direct) | $267,356 |
| Old Glory Asset Management | Investment management, Investment management fees (direct) | $257,303 |
| Loomis, Sayles & Company Inc. | Investment management, Investment management fees (direct) | $229,382 |
| National Investment Services | Investment management, Investment management fees (direct) | $218,080 |
| Morgan Lewis & Bockius Llp | Legal | $183,610 |
| Jp Morgan Chase Bank N.A. | Trustee (discretionary), Investment advisory (plan), Investment management | $172,287 |
| Miller Kaplan Arase Llp | Accounting | $163,260 |
| Amalgamated Bank | Custodial (securities), Trustee (institutional), Investment management fees (direct) | $116,415 |
| Bush Gottlieb | Legal | $63,354 |
| Laquer, Urban, Clifford & Hodge | Legal | $59,952 |
| Westport Capital Partners Llc | Investment management, Investment management fees (direct) | $28,824 |
| Marco Consulting Group, Inc. | Consulting (pension), Investment advisory (plan) | $15,000 |
| Kayne Anderson Capital Advisors Lp | Investment management, Investment management fees (direct) | $12,234 |