Pace Industry Union Management Pension Fund
Sponsored by Pace Industry Union Management Pension Fund · EIN 116166763 · Plan #001
- Total assets
- $2.8B
- Net assets
- $2.8B
- Active participants
- 3,184
- 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Segal Company (Eastern States), | Direct payment from the plan, Actuarial | $890,107 |
| Bredhoff & Kaiser, Pllc | Legal, Direct payment from the plan | $530,459 |
| Morgan Stanley Mith Barney Llc | Investment advisory (plan), Other investment fees and expenses, Direct payment from the plan | $300,000 |
| Carolyn Adams Rossignol | Employee (plan), Direct payment from the plan | $256,166 |
| Olymbec Usa Llc | Other services, Direct payment from the plan | $229,592 |
| Doug Corzine | Employee (plan), Direct payment from the plan | $213,525 |
| Meredith Albright | Employee (plan), Direct payment from the plan | $198,862 |
| Lisa Ellis | Employee (plan), Direct payment from the plan | $172,693 |
| Donald Taylor | Employee (plan), Direct payment from the plan | $171,686 |
| The Ame Group | Other services, Direct payment from the plan | $162,719 |
| Matthew Collins | Employee (plan), Direct payment from the plan | $152,820 |
| Thomas Elefante | Employee (plan), Direct payment from the plan | $152,645 |
| Tonisha Franklin | Employee (plan), Direct payment from the plan | $149,542 |
| Peggy Byrd | Employee (plan), Direct payment from the plan | $148,551 |
| Matthew Ray | Employee (plan), Direct payment from the plan | $141,952 |
| Prisma Nashville Llc | Copying and duplicating, Other services, Direct payment from the plan | $139,730 |
| Kelly Davis | Employee (plan), Direct payment from the plan | $139,242 |
| Us Bank, Na | Other services, Direct payment from the plan, Trustee (institutional) | $135,909 |
| Christina Annenkoff | Employee (plan), Direct payment from the plan | $133,930 |
| Joy Winfrey | Employee (plan), Direct payment from the plan | $131,844 |
| Melanie Adams | Employee (plan), Direct payment from the plan | $123,632 |
| Andy Grimm | Employee (plan), Direct payment from the plan | $121,090 |
| Juan Cavallini | Employee (plan), Direct payment from the plan | $118,840 |
| Sandra Mckee | Employee (plan), Direct payment from the plan | $117,968 |
| Katrina Burnette | Employee (plan), Direct payment from the plan | $115,656 |
| Jacob Singer | Employee (plan), Direct payment from the plan | $115,561 |
| Aubrey Dickerson | Employee (plan), Direct payment from the plan | $114,868 |
| Sharonia Payne | Employee (plan), Direct payment from the plan | $112,239 |
| Ben Myrick | Employee (plan), Direct payment from the plan | $111,517 |
| Emily Nelms | Employee (plan), Direct payment from the plan | $111,016 |
| Anthony Mancini | Employee (plan), Direct payment from the plan | $110,327 |
| Charlotte Dale | Employee (plan), Direct payment from the plan | $106,231 |
| Jennifer Block | Employee (plan), Direct payment from the plan | $104,915 |
| Sean Vanorder | Employee (plan), Direct payment from the plan | $104,815 |
| Linda Hood | Employee (plan), Direct payment from the plan | $98,231 |
| Matthew Conti | Employee (plan), Direct payment from the plan | $95,665 |
| Peebles Dawoodi | Employee (plan), Direct payment from the plan | $94,562 |
| Carmen Cooper | Employee (plan), Direct payment from the plan | $93,226 |
| Nicole Lavender | Employee (plan), Direct payment from the plan | $91,433 |
| Shaun Savage | Employee (plan), Direct payment from the plan | $90,322 |
| Donna Miller | Employee (plan), Direct payment from the plan | $90,123 |
| Mary Alday | Employee (plan), Direct payment from the plan | $86,853 |
| Lbmc Technology Solutions, Llc | Consulting (general) | $85,990 |
| Sara Mullins | Employee (plan), Direct payment from the plan | $84,534 |
| Jieun Lee | Employee (plan), Direct payment from the plan | $83,885 |
| Angela Fitzpatrick | Employee (plan), Direct payment from the plan | $68,157 |
| Cherry Bekaert Llp | Accounting, Direct payment from the plan | $52,815 |
| Rebecca Haley | Employee (plan), Direct payment from the plan | $46,439 |
| Charles Knight | Employee (plan), Direct payment from the plan | $44,025 |
| Asylas, Llc | Consulting (general), Direct payment from the plan | $42,289 |
| Legacy Professionals | Accounting, Direct payment from the plan | $40,116 |
| Joe Last | Other services, Direct payment from the plan | $35,416 |
| David W. New, P.C. | Trustee (discretionary) | $19,728 |
| Cyber Maxx, Llc | Other services, Direct payment from the plan | $16,493 |
| Matthew Gann | Other services, Direct payment from the plan | $16,016 |
| De Lage Landen Financial Services | Other services, Direct payment from the plan | $15,219 |
| Nccmp | Other services, Direct payment from the plan | $9,000 |
| Dominion Payroll | Other services, Direct payment from the plan | $7,710 |
| Usi Consulting Group | Actuarial | $5,250 |
| Segal Select Insurance | Insurance agents and brokers, Insurance brokerage commissions | $0 |