AUMdb

Semco Energy, Inc. Non Union Employees' Retirement Plan

Sponsored by Semco Energy, Inc. · EIN 382144267 · Plan #010

Total assets
$152M
Net assets
$152M
Active participants
82
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
Gregory J. Schwartz & Co., Inc. CRD 7294 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Aon Consulting, Inc. Contract administrator, Recordkeeping, Consulting (pension) $128,964
Schwartz & Co. Investment advisory (plan) $60,723
Grant Thornton, Llp Accounting $46,376
Towers Watson Investment Services Actuarial $45,000
Willis Towers Watson Us Llc Actuarial $37,064
Willis Towers Watson Us, Llc Actuarial, Consulting (general) $35,043
Comerica Bank Custodial (securities), Trustee (institutional), Investment management $33,800
Bdo Usa, P.C. Accounting $4,601