AUMdb

Central California Ibew Neca Profit Sharing Plan

Sponsored by Board Of Trustees, Central California Ibew Neca · EIN 956209008 · Plan #002

Total assets
$75.7M
Net assets
$75.5M
Active participants
477
With balances
0

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
Berla Investment Consulting CRD 112847 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
United Administrative Services Contract administrator, Direct payment from the plan $31,208
Berla Investment Consulting Investment advisory (plan), Direct payment from the plan $28,000
Miller Kaplan Arase Llp Accounting, Direct payment from the plan $26,972
U.S. Bank National Association Custodial (securities), Direct payment from the plan $10,363
Neyhart, Anderson, Flynn & Grosboll Legal, Direct payment from the plan $7,403
Smart Source Critical Communication Other services, Direct payment from the plan $5,660