Great Lakes Coca Cola Distribution Union Pension Plan
Sponsored by Reyes Holdings, L.L.C. · EIN 472674717 · Plan #003
- Total assets
- $24.1M
- Net assets
- $24.1M
- Active participants
- 506
- 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 |
|---|---|---|
| Capital Strategies Group, Llc CRD 140120 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Srvcs | Recordkeeping, Actuarial, Float revenue | $94,993 |
| Capital Strategies Group, Inc. | Investment advisory (plan) | $37,410 |
| Baker Tilly Us, Llp | Accounting | $30,023 |