Neca Ibew Memphis Retirement Plan
Sponsored by Board Of Trustees Of Neca Ibew Memphis Retirement Plan · EIN 621256120 · Plan #002
- Total assets
- $230M
- Net assets
- $229M
- Active participants
- 3,153
- With balances
- 2,676
Plan year beginning 04/01/2024 · 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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Retirement | Recordkeeping, Direct payment from the plan | $106,135 |
| Tic Midwest | Plan administrator, Direct payment from the plan | $57,284 |
| Segal Marco Advisors | Direct payment from the plan, Investment advisory (plan) | $51,000 |
| Segal Select Insurance Services | Direct payment from the plan, Insurance agents and brokers | $28,958 |
| The Segal Company | Direct payment from the plan, Consulting (general) | $24,738 |
| Dgperry Cpas + Advisors | Accounting, Direct payment from the plan | $20,000 |
| Ledbetter Partners, Llc | Legal, Direct payment from the plan | $15,692 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $9,096 |