Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
National Real Estate Advisors, LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 35 retirement plans with 100 or more participants reported paying National Real Estate Advisors, LLC $5,000 or more. Those plans cover 1,033,568 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $25.9M. Per plan, the median was $25.38 per participant, with the middle half of plans between $17.50 and $39.17. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Ohio (7), New York (4) and Michigan (2).
In 2011 it appeared on 6 such filings; in 2024, 35. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $17.50 | $25.38 | $39.17 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.04% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| National Electrical Benefit Fund | Trustees of the National Electrical Benefit Fund | MD | 693,723 | $19.3B | $20.7M |
| National Electrical Annuity Plan | Trustees of the National Electrical Annuity Plan | MD | 182,716 | $16.8B | $1.2M |
| Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct | BD of TR of the Pension, Hosp & Benefit PL of the Elec Ind-Pension | NY | 40,749 | $5.24B | $451K |
| Southern Electrical Retirement Fund | Board of Trustees - Southern Electrical Retirement Fund | TN | 25,932 | $2.19B | $502K |
| Electrical Workers Pension Plan Local 103 I.B.E.W. | Joint Board of Trustees Electrical Workers Local 103 IBEW | MA | 10,385 | $2.04B | $766K |
| Electrical Workers Deferred Income Plan Local 103, I.B.E.W. | Joint Board of Trustees, Electrical | MA | 10,105 | $1.77B | $253K |
| I.B.E.W. Local Union No 357 Pension Trust Fund, Plan a | I.B.E.W. Board of Trustees for Local 357 Pension Trust | NV | 4,922 | $547M | $102K |
| Cascade Pension Trust Money Purchase Pension Plan | Board of Trustees, Cascade Pension Trust Money | OR | 4,890 | $425M | $23K |
| IBEW 332 Pension Plan - Part a | Board of Trustees, IBEW 332 Pension Plan - Part a | CA | 4,680 | $816M | $368K |
| IBEW Local 683 Pension Fund Pension Plan | IBEW Local 683 Board of Trustees | MO | 4,667 | $365M | $84K |
| International Brotherhood of Electrical Workers Local Union 98 Pension Plan | Board of Trustees International Brotherh Electrical Workers Pension PL | PA | 4,626 | $623M | $129K |
| Indiana Electrical Workers Pension Plan | Indiana Electrical Workers Pension Trust Fund IBEW | IN | 4,587 | $520M | $116K |
| Local Union No. 124 I. B. E. W. Pension Trust Fund | IBEW Local Union No. 124 Pension Trust Fund | MO | 4,432 | $382M | $74K |
| Joint Pension Fund Local Union IBEW | Joint Pension Fund Local Union 164 IBEW | NJ | 4,105 | $599M | $66K |
| Maryland Electrical Industry Pension Plan | Maryland Electrical Ind Pension | WV | 3,817 | $288M | $101K |
| I.B.E.W. Local 38 Pension Plan | IBEW Local 38 Pension Plan | OH | 3,614 | $445M | $81K |
| St. Paul Electrical Construction Pension Plan | Board of Trustees St. Paul Electrical Construction Pension Plan | MN | 3,435 | $388M | $65K |
| Northern California Electrical Workers Pension Plan | Board of Trustees, Northern California Electrical | CA | 3,322 | $696M | $236K |
| St. Paul Electrical Construction Workers Supplemental Pension Plan | Trustees St. Paul Electrical Constructio Workers Supplemental Pension | MN | 3,266 | $298M | $52K |
| IBEW Local 43 & Electrical Contractors Pension Fund | IBEW Local 43 & Electrical Contractors Pension Fund | NY | 1,953 | $271M | $68K |
| IBEW Local No. 86 Pension Fund | IBEW Local No. 86 Pension Fund Board of Trustees | NY | 1,748 | $285M | $38K |
| Local No. 41 IBEW Pension Plan | Trustees of Local No. 41 Pension Plan | NY | 1,409 | $284M | $72K |
| IBEW Local Union No. 98, Zone 2 Pension Trust Fund | IBEW Local Union 98 | PA | 1,338 | $118M | $76K |
| I.B.E.W. Local 540 Pension Fund | I.B.E.W. Local 540 Pension Fund | OH | 1,197 | $135M | $53K |
| IBEW Local 531 & Neca Pension Plan | Trustees of IBEW Local 531 & Neca Pension Plan | IN | 1,141 | $137M | $19K |
| IBEW Local Union 573 Profit Sharing Plan and Trust | Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund | OH | 1,059 | $29.4M | $11K |
| N.e.c.a.-I.b.e.w. Local Union No. 35 Pension Fund | BD of Trustees -N.e.c.a.-I.b.e.w. Local Union No. 35 Pension Fund | CT | 979 | $84.7M | $45K |
| I.B.E.W. Local Union # 654 - Defined Benefit Pension Plan | IBEW Lu 654 Pension Fund Trustees | NJ | 849 | $152M | $23K |
| IBEW Local 129 Pension Fund Pension Plan | IBEW Union Local 129 | MI | 742 | $122M | $29K |
| I.B.E.W. Local 490 Pension Fund | Joint Board of Trustees of I.B.E.W. 490 Pension | NH | 625 | $69.9M | $7,039 |
| IBEW Local Union 64 Pension Plan | IBEW Local Union 64 Pension Plan Joint Board of Trades | OH | 624 | $43.1M | $17K |
| I B E W Local 673 Pension Plan | Trustees of Plan I B E W Local 673 Pension Plan | OH | 559 | $84.8M | $10K |
| IBEW Local No. 32 - Neca Pension Plan | Board of Trustees of the IBEW Local No. 32 - Neca Pension Plan | MI | 513 | $40.8M | $20K |
| IBEW Local 573 Pension Plan | Trustees of IBEW Local No. 573 Pension Plan | OH | 487 | $61.2M | $31K |
| IBEW Local 688 Retirement Fund | Board of Trustees of IBEW Local 688 Retirement Fund | OH | 372 | $18.6M | $14K |
Questions and answers
How many plans does National Real Estate Advisors, LLC serve?
35 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay National Real Estate Advisors, LLC?
The median plan reported $25.38 per participant in direct and indirect compensation (35 plans reporting an amount), or 0.02% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (34 plans), Real estate brokerage (3 plans) and Custodial (other than securities) (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.