Warehouse Employees Union Local 169 And Employers Joint Pension Fund
Sponsored by Warehouse Employees Union Local 169 And Employers Joint Pension Fund · EIN 236230368 · Plan #001 · Elkins Park, PA
- Total assets
- $43.4M
- Net assets
- $43.0M
- Active participants
- 373
- 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 |
|---|---|---|
| Loop Capital Markets Llc CRD 43098 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions | Contract administrator, Recordkeeping, Direct payment from the plan | $179,553 |
| The Mckeogh Company | Actuarial, Direct payment from the plan | $161,989 |
| Cooke And Beiler Lp | Investment management, Investment management fees (direct) | $79,175 |
| Rbc Wealth Management | Consulting (pension), Direct payment from the plan, Consulting fees | $30,000 |
| Meranze, Katz & Gaudioso | Legal, Direct payment from the plan | $26,030 |
| Loop Capital Llc | Investment management, Investment management fees (direct) | $20,853 |
| Amalgamated Bank | Custodial (securities), Direct payment from the plan | $11,724 |
| Bacheler & Company Pc | Accounting, Direct payment from the plan | $0 |