Food Pantry, Ltd. Pension Plan
Sponsored by Food Pantry, Ltd. · EIN 990104984 · Plan #002
- Total assets
- $34.2M
- Net assets
- $34.2M
- Active participants
- 143
- 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 |
|---|---|---|
| Versor Investments Lp CRD 171663 | fuzzy_auto · 96% | 2024 |
| Fairview Capital Investment Management, Llc CRD 108102 | fuzzy_auto · 94% | 2024 |
| Pgim Investments Llc CRD 105670 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting, Inc. | Actuarial, Consulting (general), Direct payment from the plan | $102,373 |
| First Hawaiian Bank | Trustee (institutional), Direct payment from the plan | $40,520 |
| Verus Investments | Investment advisory (plan), Direct payment from the plan | $38,000 |
| Fairview Capital Invest Mngmt Llc | Investment advisory (plan), Direct payment from the plan, Investment management fees (indirect) | $33,849 |
| Pgim Investments | Investment advisory (plan), Direct payment from the plan | $19,000 |
| Kmh Llp | Accounting, Direct payment from the plan | $15,451 |
| Loomis Sayles Trust Company | Investment advisory (plan), Direct payment from the plan | $7,209 |
| Lgim | Investment advisory (plan), Direct payment from the plan | $4,458 |