Pension Plan Of The Employers Shopmen's Local 516 Pension Trust
Sponsored by Board Of Trustees, Employers Shopmen's Local 516 · EIN 930656480 · Plan #001
- Total assets
- $74.3M
- Net assets
- $74.2M
- Active participants
- 472
- 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 |
|---|---|---|
| J.P. Morgan Investment Management Inc. CRD 107038 | deterministic · 100% | 2024 |
| Alan D Biller & Associates, Inc. CRD 105283 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| J.P. Morgan Investment Management | Investment management, Investment advisory (plan), Direct payment from the plan | $349,422 |
| The Segal Company (Western States) | Actuarial, Consulting (pension) | $130,160 |
| Zenith American Solutions | Contract administrator, Recordkeeping, Participant communication | $86,791 |
| Alan Biler And Associates | Investment advisory (plan), Direct payment from the plan | $85,750 |
| Principal Bank | Custodial (securities), Account maintenance fees | $32,373 |
| Blackrock Institutional Trust | Trustee (institutional), Trustee (discretionary), Investment management | $26,599 |
| Platform Cpas, Llp | Accounting | $17,276 |
| Ogletree Deakins Et Al | Legal, Direct payment from the plan | $10,395 |
| Wells Fargo Bank | Custodial (securities), Direct payment from the plan | $6,969 |