Desert States Employers & Ufcw Unions Pension Plan
Sponsored by Board Of Trustees, Desert States Employers & Ufcw · EIN 846277982 · Plan #001
- Total assets
- $1.0B
- Net assets
- $1.0B
- Active participants
- 24,360
- 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 |
|---|---|---|
| Lord, Abbett & Co. Llc CRD 110391 | fuzzy_auto · 95% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Wedge Capital Management Llp CRD 106234 | fuzzy_auto · 97% | 2024 |
| Parametric Portfolio Associates Llc CRD 114310 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Southwest Service Administrators | Contract administrator, Direct payment from the plan | $911,802 |
| New England Pension Consultants | Investment advisory (plan), Direct payment from the plan | $646,212 |
| The Northern Trust Bank | Custodial (securities), Other services, Direct payment from the plan | $459,548 |
| Bny Mellon | Investment management, Investment management fees (direct) | $348,495 |
| Ullico Investment Advisors Inc | Investment management, Investment management fees (direct) | $267,486 |
| The Segal Company | Consulting (general), Direct payment from the plan, Consulting fees | $216,833 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $212,580 |
| Horizon Actuarial Services, Llc | Actuarial, Consulting (general), Direct payment from the plan | $203,011 |
| Wedge Capital Management | Investment management, Investment management fees (direct), Soft dollars commissions | $189,359 |
| Jp Morgan Asset Management | Investment advisory (plan), Investment management, Investment management fees (direct) | $172,400 |
| Lsv | Investment management, Investment management fees (direct) | $142,439 |
| Foundry Microcap | Investment management fees (direct), Soft dollars commissions, Securities brokerage commissions | $128,500 |
| Letterstream | Direct payment from the plan, Other fees | $116,937 |
| Parametric Portfolio Associates Llc | Investment management, Investment management fees (direct) | $100,273 |
| Prudential Insurance Co | Investment management, Investment management fees (direct), Investment management fees (indirect) | $87,793 |
| Lord Abbett & Co. Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $84,835 |
| National Invt Svcs Of America Llc | Investment management, Investment management fees (direct) | $78,460 |
| Reinhart Boerner Van Duren S.C. | Legal, Direct payment from the plan | $73,251 |
| Capital Trust Financial Advisors | Investment advisory (plan), Direct payment from the plan | $70,000 |
| Ullico Separate Account J | Investment management, Investment management fees (direct) | $60,238 |
| Mccracken Stemerman & Holsberry, Ll | Legal, Direct payment from the plan | $23,725 |
| Frsecure | Consulting (general), Investment management fees (direct) | $8,125 |