Neca Ibew 177 Pension Fund
Sponsored by Trustees Of Neca Ibew 177 Pension Fund · EIN 596976863 · Plan #001
- Total assets
- $144M
- Net assets
- $144M
- Active participants
- 1,411
- With balances
- 1,411
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Llc | Custodial (securities), Investment advisory (plan), Investment management fees (direct) | $590,740 |
| National Employee Benefits Administ | Contract administrator | $63,000 |
| Smith, Gambrell & Russell, Llp | Legal | $44,516 |
| Sawgrass Asset Management Llc | Investment management fees (direct), Soft dollars commissions, Other investment fees and expenses | $36,892 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $35,278 |
| My Benefits Administrator, Llc | Contract administrator | $30,000 |
| Top Drawer, Inc | Other services | $11,851 |