Semco Energy, Inc. Union Employees' Retirement Plan
Sponsored by Semco Energy, Inc. · EIN 382144267 · Plan #002
- Total assets
- $82.0M
- Net assets
- $81.7M
- Active participants
- 62
- 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. | Consulting (pension), Participant communication, Recordkeeping fees | $60,689 |
| Towers Watson Investment Services | Actuarial | $45,000 |
| Grant Thornton, Llp | Accounting | $38,084 |
| Schwartz & Co. | Investment advisory (plan) | $32,726 |
| Willis Towers Watson Us Llc | Actuarial | $32,039 |
| Comerica Bank | Custodial (securities), Trustee (institutional), Investment management | $22,991 |
| Willis Towers Watson Us, Llc | Consulting (general) | $13,427 |
| Bdo Usa, P.C. | Accounting | $3,858 |