AUMdb

Neca Ibew Local 584 Pension Plan

Sponsored by Neca Ibew Local 584 Pension Plan · EIN 736130146 · Plan #001 · Richardson, TX

Total assets
$42.3M
Net assets
$42.3M
Active participants
323
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Rbs Wealth Management, Llc CRD 336536 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Horizon Actuarial Services Llc Investment advisory (plan), Direct payment from the plan $67,263
Southwest Service Admin Inc Contract administrator, Direct payment from the plan $66,241
Rbc Wealth Management Investment advisory (plan), Investment management, Direct payment from the plan $53,440
Conner & Winters Llc Trustee (directed), Direct payment from the plan $25,372
Accounting Solutions Group Llc Accounting, Direct payment from the plan $18,125