AUMdb

Neca Ibew Local Union No 584 Profit Sharing Plan

Sponsored by Board Of Trustees Of Neca Ibew Lu 584 Profit Sharing Plan · EIN 731407442 · Plan #003

Total assets
$33.4M
Net assets
$33.4M
Active participants
1,224
With balances
1,250

Plan year beginning 01/01/2024 · 401(k)

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
Neca Ibew Local 584 Investment advisory (plan), Other services, Other fees $184,676
Empower Annuity Insurance Company Contract administrator, Recordkeeping, Direct payment from the plan $106,560
Empower Annuity Insurance Company Contract administrator, Recordkeeping, Direct payment from the plan $106,560
Rbc Wealth Management Investment advisory (plan), Investment management, Direct payment from the plan $47,117
Southwest Benefit Administrators Plan administrator $30,225
Accounting Solutions Group Llc Accounting, Consulting (pension) $11,075
Conner & Winters Llc Insurance agents and brokers $0