Southern Star Retirement Plan (Union)
Sponsored by Southern Star Central Gas Pipeline, Inc. · EIN 730183220 · Plan #005
- Total assets
- $13.1M
- Net assets
- $13.1M
- Active participants
- 68
- 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 |
|---|---|---|
| Advanced Capital Group, Inc. CRD 109673 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rudd & Wisdom, Inc. | Actuarial, Direct payment from the plan | $142,358 |
| Frost Brown Todd, Llp | Legal, Direct payment from the plan, Consulting fees | $18,186 |
| Dean Dorton Allen Ford, Pllc | Accounting, Direct payment from the plan | $15,000 |
| Advanced Capital Group | Investment management, Investment management fees (direct) | $7,745 |
| Us Bank, N.A. | Trustee (institutional), Direct payment from the plan, Investment management fees (direct) | $7,559 |
| Sageview Advisory Investment | Investment management, Investment management fees (direct) | $5,780 |