AUMdb

Cincinnati Stage Employees Local 5 Pension Plan

Sponsored by The Trustees Of The Cincinnati Stage Employees Local 5 Pension Plan · EIN 310329926 · Plan #001 · Cincinnati, OH

Total assets
$16.6M
Net assets
$16.6M
Active participants
111
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
Standard Valuations Inc CRD 112413 deterministic · 100% 2024
Manning & Napier Advisors, Llc CRD 105992 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Cincinnati Stage Employees Local 5 Recordkeeping $51,903
Cuni Rust & Strenk Contract administrator, Actuarial $41,425
Standard Valuations Inc Investment advisory (plan), Investment management, Investment management fees (direct) $18,064
Barnes Dennig Accounting $18,000
Us Bank Na Custodial (securities) $10,719
Soper Soper & Weinel, Llp Accounting $9,675
Ledbetter Parisi Sollars Llc Legal $8,493
Manning & Napier Investment advisory (plan), Investment management, Investment management fees (direct) $6,065
Frsecure Llc Recordkeeping $5,865
Segal Select Insurance Services Inc Insurance agents and brokers $5,342