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Sponsor portfolio

BOARD OF TRUSTEES, CENTRAL CALIFORNIA IBEW-NECA

EIN 95-6209008-Construction-Latest filing 2025
Plans
2
Retirement
2
$206.4M assets
Welfare
0
Participants
2,084
6800 SANTA TERESA BLVD STE 100 - SAN JOSE, CA 95119408-288-4400
Plans on this EIN
2 filings
#001TraditionalDB-$130.7M - 1,108 part#002401k-$75.7M - 976 part

Retirement portfolio analytics

2 plans aggregated / $206.4M assets / 2,084 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • PENSION TRUST FUND (#001)63%
  • PROFIT SHARING PLAN (#002)37%
Total $206.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
63%top
  • LOCAL 41363%
  • (Not disclosed)37%
Total $206.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PENSION TRUST FUND (#001)1,108
  • PROFIT SHARING PLAN (#002)976
Total 2,084Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CENTRAL CALIFORNIA IBEW-NECA PENSION TRUST FUND

TraditionalDB

Assets$130.7M
Participants1,108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CENTRAL CALIFORNIA IBEW-NECA PROFIT SHARING PLAN

401k

Assets$75.7M
Participants976
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CENTRAL CALIFORNIA IBEW-NECA PENSION TRUST FUNDTraditionalDB$130.7M1,1082025
002CENTRAL CALIFORNIA IBEW-NECA PROFIT SHARING PLAN401k$75.7M9762024
Retirement plans
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