Shopmen's Local No. 499 Pension Plan
Sponsored by Board Of Trustees Of The Shopmen's Local No. 499 Pension Plan · EIN 346685472 · Plan #001 · Holland, OH
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 150
- 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 |
|---|---|---|
| Mariner Institutional, Llc CRD 111964 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mariner Institutional, Llc | Investment advisory (plan), Direct payment from the plan | $50,000 |
| Milliman Inc | Actuarial, Direct payment from the plan | $49,733 |
| Northwestern Ohio Administrators In | Accounting, Plan administrator, Direct payment from the plan | $42,203 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $24,150 |
| Shumaker Loop & Kendrick Llp | Legal, Direct payment from the plan | $21,818 |