Southeast Laborers Supplemental Pension Fund
Sponsored by Board Of Trustees Southeast Laborers Supplemental Pension Fund · EIN 300625287 · Plan #001
- Total assets
- $48.7M
- Net assets
- $48.7M
- Active participants
- 7,142
- With balances
- 22,832
Plan year beginning 05/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Southern Benefit Administrators | Plan administrator | $126,576 |
| Ubs Financial Services | Custodial (securities), Investment advisory (plan), Investment management | $47,089 |
| Daniels Irwin & Aylor | Accounting | $14,050 |
| Stranch, Jennings & Garvey | Legal | $6,613 |
| Money Market & Mutual Funds | Custodial (securities), Investment management | $0 |