Southern California United Food And Commercial Workers Unions And Drug Employers Pension Fund
Sponsored by Board Of Trustees, Southern California United Food · EIN 516029925 · Plan #001
- Total assets
- $928M
- Net assets
- $926M
- Active participants
- 9,388
- 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 |
|---|---|---|
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Pacific Investment Management Company Llc CRD 104559 | fuzzy_auto · 96% | 2024 |
| Hoisington Investment Management Co CRD 107710 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tcw Asset Management Company | Investment management fees (direct) | $540,928 |
| Dodge & Cox | Investment management, Investment management fees (direct), Investment management fees (indirect) | $528,262 |
| Pacific Investment Mgmt Company Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $265,081 |
| Robeco Investment Mgmt Company | Investment management fees (direct), Soft dollars commissions | $212,557 |
| Hoisington Investment Management Co | Investment management, Investment management fees (direct) | $185,199 |
| The Segal Company, Western States | Actuarial, Consulting (pension) | $146,353 |
| The Northern Trust Co. | Custodial (other), Custodial (securities), Trustee (directed) | $107,034 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $92,162 |
| Schwartz Steinsapir Dohrmann & Somm | Legal | $79,254 |
| Rvk, Inc. | Consulting (pension), Direct payment from the plan | $74,407 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $60,970 |
| Transomatic Corporation | Recordkeeping, Direct payment from the plan | $50,024 |
| John Young | Employee (plan), Direct payment from the plan | $42,814 |
| Seyfarth Shaw Llp | Legal | $32,549 |
| David Pidlaoan | Employee (plan), Direct payment from the plan | $28,852 |
| Elizabeth Elliot | Employee (plan), Direct payment from the plan | $25,747 |
| Mark May | Employee (plan), Direct payment from the plan | $25,298 |
| Tpx Communications | Other services, Direct payment from the plan | $20,631 |
| A & A Mailing And Fulfillment, Inc. | Copying and duplicating, Other services, Direct payment from the plan | $18,242 |
| Union Graphics, Llc | Participant communication, Direct payment from the plan | $18,193 |
| Adp, Llc | Other fees | $16,090 |
| Continental Building Maintenance | Other services, Direct payment from the plan | $5,338 |