Neca Ibew 1205 Pension Fund
Sponsored by Trustees Of Neca Ibew 1205 Pension Fund · EIN 593106802 · Plan #001
- Total assets
- $53.5M
- Net assets
- $53.5M
- Active participants
- 752
- With balances
- 752
Plan year beginning 01/01/2024 · Profit-sharing
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 | Custodial (securities), Investment advisory (plan), Investment management fees (direct) | $243,974 |
| Reinhart Boerner Van Deuren | Legal | $103,124 |
| National Employee Benefits Administ | Contract administrator | $58,500 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $34,120 |
| My Benefit Administrator Inc. | Contract administrator | $28,500 |
| Sawgrass Asset Management Llc | Investment management fees (direct), Soft dollars commissions, Other investment fees and expenses | $21,670 |
| Top Drawer Media Solutions Inc | Other services | $10,703 |