Miller Kaplan Arase LLP signed Board of Trustees, IBEW Local 40 - NECA 401(k) Plan's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, IBEW Local 40 - NECA 401(k) Plan's EIN is 91-2018522.
Download the official 2023 Form 5500 (PDF) for Board of Trustees, IBEW Local 40 - NECA 401(k) Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Board of Trustees, IBEW Local 40 - NECA 401(k) Plan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $34.4M | 98.1% | |
| [Assets held in interest-bearing cash] | Other | — | — | $477K | 1.4% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COAST BENEFITS | 33-0670046 | — | NONE | $36K | — |
| GILBERT & SACKMAN | 95-2906951 | — | NONE | $24K | — |
| FOCUS INVESTMENT GROUP | 33-0606466 | — | NONE | $24K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $15K | — |
