AUMdb

Greater Texas Ibew Neca Annuity Plan

Sponsored by Trustees Of Greater Texas Ibew Neca · EIN 756229319 · Plan #001

Total assets
$165M
Net assets
$165M
Active participants
2,196
With balances
4,466

Plan year beginning 01/01/2024 · Money purchase

Linked investment advisers

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

Firm Match Plan year
Segal Advisors, Inc. CRD 114687 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Benefit Resources, Inc. Contract administrator, Direct payment from the plan $107,964
Indure Investment management, Direct payment from the plan $66,184
Segal Marco Investment advisory (plan), Direct payment from the plan $63,000
Edwards And Leathers, P.C. Accounting, Direct payment from the plan $16,017