Pension Plan For Employees Of Phipps Houses And Affiliates
Sponsored by Phipps Houses · EIN 111187480 · Plan #001
- Total assets
- $53.2M
- Net assets
- $53.1M
- Active participants
- 90
- 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 |
|---|---|---|
| Crewcial Partners Llc CRD 131570 | deterministic · 100% | 2024 |
| Cove Street Capital, Llc CRD 156260 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Crewcial Partners | Investment advisory (plan), Direct payment from the plan | $108,707 |
| Buck Global Llc | Actuarial, Direct payment from the plan | $68,618 |
| Harper Danesh Llc | Actuarial, Consulting (pension), Direct payment from the plan | $60,700 |
| Wgi Emerging Markets Fund Llc | Investment management fees (direct) | $37,044 |
| Cohn Reznick Llp | Accounting | $29,750 |
| Wilmington Trust | Trustee (institutional), Direct payment from the plan | $28,341 |
| Cove Street Capital | Investment management fees (direct), Investment management | $23,410 |
| Colchester Global Bond Fund | Investment management, Investment management fees (direct) | $9,435 |