Western Region Neca 401(k) Plan
Sponsored by Board Of Trustees, Western Region N · EIN 330670046 · Plan #333
- Total assets
- $55.4M
- Net assets
- $55.4M
- Active participants
- 435
- With balances
- 556
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 |
|---|---|---|
| Focus Investment Advisors, Inc CRD 109970 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Focus Investment Advisors, Inc | Investment advisory (plan) | $133,973 |
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $23,728 |
| Neyart Anderson Flynn & Grosboll | Legal | $16,520 |
| National Benefit Services, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $12,403 |
| Miller Kaplan Arase Llp | Accounting | $9,300 |
| Marsh & Mclennan Agency Llc | Other fees | $4,752 |
| Nu West Insurance Services | Other fees | $3,780 |
| Pinnacle Financial Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,200 |
| Neca Inland Empire Chapter | Other fees | $1,356 |
| Western Regions Neca | Employee (plan sponsor) | $800 |