Contra Costa County Electrical Workers Retirement Plan & Trust
Sponsored by Board Of Trustees, Contra Costa County Electrical · EIN 946114525 · Plan #001
- Total assets
- $472M
- Net assets
- $471M
- Active participants
- 1,247
- With balances
- 1,535
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Plan administrator, Participant loan processing, Recordkeeping fees | $236,412 |
| Ccc Electrical Ind Labor Mgmt Co Tr | Accounting, Recordkeeping, Direct payment from the plan | $91,058 |
| Rv Kuhns And Associates | Investment advisory (plan), Direct payment from the plan | $90,026 |
| Solxsys | Recordkeeping, Direct payment from the plan | $36,729 |
| Lantan And Associates | Accounting, Direct payment from the plan | $30,000 |
| Neyhart, Anderson Et Al | Legal, Direct payment from the plan | $12,801 |