Northern California Electrical Workers Pension Plan
Sponsored by Board Of Trustees, Northern California Electrical · EIN 946062674 · Plan #001
- Total assets
- $697M
- Net assets
- $696M
- Active participants
- 1,499
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ifm Investors Pty Ltd CRD 162754 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Alan D Biller & Associates, Inc. CRD 105283 | fuzzy_auto · 98% | 2024 |
| National Real Estate Advisors, Llc CRD 148615 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| E.I.S.B., Inc. | Plan administrator, Direct payment from the plan | $507,578 |
| Dodge & Cox | Investment management, Investment management fees (direct) | $337,731 |
| William Blair Investment Mgmt Llc | Investment management fees (direct) | $280,212 |
| National Real Estate Advisors, Inc | Investment management, Direct payment from the plan | $236,028 |
| Jp Morgan Investment Management | Investment advisory (plan), Investment management, Direct payment from the plan | $220,137 |
| Alan Biller & Associates Inc | Investment advisory (plan), Direct payment from the plan | $103,583 |
| Foster & Foster | Actuarial, Direct payment from the plan | $58,100 |
| Comerica Bank | Custodial (other), Custodial (securities), Other services | $44,201 |
| David Crutcher | Legal, Direct payment from the plan | $29,578 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $27,300 |
| Leonard Carder, Llp | Legal, Direct payment from the plan | $11,824 |
| Ifm Investors Pty Ltd | Investment management, Foreign entity, Investment management fees (indirect) | $0 |
| Stephen Horn Insurance Services | Insurance agents and brokers, Insurance brokerage commissions | $0 |