Gallo Pension Plan For Non Union Employees
Sponsored by Gallo Vineyards, Inc. · EIN 941409660 · Plan #001
- Total assets
- $32.5M
- Net assets
- $32.5M
- Active participants
- 137
- 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 |
|---|---|---|
| Arrowstreet Capital, Limited Partnership CRD 111298 | fuzzy_auto · 98% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting | Actuarial, Recordkeeping, Consulting (pension) | $96,823 |
| Arrowstreet Capital Limited Partner | Investment management, Direct payment from the plan, Investment management fees (direct) | $57,243 |
| Loomis, Sayles & Company, L.P | Investment management, Direct payment from the plan, Investment management fees (direct) | $17,969 |
| Northern Trust Corporation | Trustee (institutional), Direct payment from the plan | $17,581 |
| Barbich,Hooper,King,Dill,Hoffman | Accounting, Direct payment from the plan | $5,421 |