Ufcw 360 Shop Rite Pension Fund
Sponsored by Ufcw 360 Shop Rite Pension Fund · EIN 264416251 · Plan #001
- Total assets
- $32.8M
- Net assets
- $32.7M
- Active participants
- 2,322
- 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 | deterministic · 100% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American | Contract administrator, Recordkeeping, Direct payment from the plan | $197,544 |
| Baratz & Associates, P.A. | Accounting, Direct payment from the plan | $47,310 |
| Cbiz Inc | Actuarial, Direct payment from the plan | $25,075 |
| Chevy Chase Trust Co | Investment management, Investment management fees (direct), Trustee (individual) | $20,014 |
| Morgan Stanley Smith Barney | Investment advisory (plan), Direct payment from the plan | $10,000 |
| Spear, Wilderman | Legal, Direct payment from the plan | $6,810 |
| Kb 74 Benefits And Administration | Actuarial, Direct payment from the plan | $5,000 |