AUMdb

Seiu Local No. 4 Pension Fund

Sponsored by Trustees Of Seiu Local No. 4 Pension Fund · EIN 364198045 · Plan #001

Total assets
$88.8M
Net assets
$88.6M
Active participants
9,515
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

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

Firm Match Plan year
Segal Advisors, Inc. CRD 114687 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Legacy Professionals Llp Accounting, Recordkeeping $147,552
S. Mitchell Employee (plan) $110,268
C. Fresas Employee (plan) $103,780
The Segal Company (Midwest), Inc. Actuarial, Consulting (general) $96,650
Bridgeway Benefit Technologies Claims processing, Recordkeeping, Other services $86,269
Segal Marco Advisors Investment advisory (plan) $83,939
B. Lemon Employee (plan) $80,330
Asher, Gittler & D'alba Legal $78,104
C. Abrams Employee (plan) $68,044
K. Mickles Employee (plan) $62,161
E. Costa Plan administrator, Employee (plan) $52,915
Sommers & Fahrenbach, Inc. Copying and duplicating, Participant communication $37,978
C. Barnett Employee (plan) $36,081
J. Mack Employee (plan) $28,816
Comerica Bank Custodial (securities), Investment management, Other services $20,970
Applegate Consulting Group Consulting (general) $10,976
Lhh Recruitment Solutions Other services $9,893
K Plus Computer Services Llc Recordkeeping $9,612
Mnj Technologies Recordkeeping, Other services $9,569
Dowd, Bloch, Bennett, Cervone, Auer Legal $7,297
C. Harris Armstrong Consulting (general) $6,267
Segal Select Insurance Services Insurance brokerage commissions $0