AUMdb

Neca Ibew Pension Benefit Trust Fund

Sponsored by Board Of Trustees Of The Neca Ibew Pension Benefit Trust Fund · EIN 436184756 · Plan #001

Total assets
$1.0B
Net assets
$1.0B
Active participants
4,518
With balances
4,969

Plan year beginning 02/01/2024 · Money purchase, Partial participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Scarborough Advisors, Llc CRD 169517 deterministic · 100% 2024
Peirce Park Group Inc. CRD 118655 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ibew Neca Service Center Contract administrator $205,195
Scarborough Capital Management Investment advisory (plan) $95,583
Segal Select Insurance Services Insurance services $70,703
Empower Annuity Insurance Company Investment management fees (direct) $62,441
Anders Minkler Huber & Helm Llp Accounting $44,957
Marquette Associates Investment advisory (plan) $33,750
Schuchat, Cook & Werner Legal $5,375