Florida Ubc Supplemental Pension Plan
Sponsored by Trustees Of The Florida Ubc Supplemental Pension Plan · EIN 582437220 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Dana Investment Advisors Inc CRD 105879 | deterministic · 100% | 2024 |
| Pnc Wealth Management CRD 129052 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Southern Benefit Administrators | Contract administrator, Direct payment from the plan | $40,800 |
| Pnc Wealth Management | Investment management, Investment management fees (direct) | $35,464 |
| Hardman Johnston Int'l Equity Group | Investment management, Investment management fees (direct) | $30,508 |
| J.P Morgan Chase Bank | Investment management, Investment advisory (plan), Trustee (discretionary) | $19,743 |
| Lapadula Carlson & Co. | Accounting, Direct payment from the plan | $18,083 |
| Foundry Partners, Llc | Investment management, Investment management fees (direct) | $17,050 |
| Investment Performance Service | Consulting (pension), Direct payment from the plan | $13,000 |
| Dana Investment Advisors, Inc. | Investment management, Investment management fees (direct), Soft dollars commissions | $11,652 |
| The Bank Of New York | Investment management, Investment management fees (direct) | $11,059 |
| Venable Law Firm, P.A | Legal, Direct payment from the plan | $5,808 |