Oak Ridge Reservation Cleanup Contract Pension Plan For Grandfathered Employees
Sponsored by Ucor Llc · EIN 852867528 · Plan #335
- Total assets
- $343M
- Net assets
- $342M
- Active participants
- 141
- 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 |
|---|---|---|
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer Investments Llc | Investment management fees (direct), Investment management fees (indirect), Investment advisory (plan) | $1,164,429 |
| Mercer | Actuarial, Direct payment from the plan | $519,556 |
| Truist Bank | Trustee (institutional), Direct payment from the plan | $111,150 |
| Mcconnell & Jones, Llp | Accounting, Direct payment from the plan | $34,850 |