Drivers Union Local 753 Ib Of T C W & H Of A And Milk Dealers' Pension Trust
Sponsored by Trustees Of Drivers 753 And Milk Dealers Pension Trust Fund · EIN 362131365 · Plan #001
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 0
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Asb Capital Management | Investment management | $82,629 |
| Legacy Professionals Llp | Accounting | $32,000 |
| Morgan Stanley Smith Barney Llc | Custodial (securities), Investment advisory (plan), Securities brokerage | $29,991 |
| Cheiron | Actuarial | $29,200 |
| Asher,Gittler,D'alba | Legal | $9,693 |
| Segall Bryant & Hamill | Investment management | $8,436 |
| Michael Miller | Trustee (individual) | $8,027 |
| Amalgatrust | Custodial (securities), Investment management, Float revenue | $7,737 |
| James Korba | Trustee (individual) | $6,000 |
| Tom Mcmahon | Trustee (individual) | $6,000 |
| Allison, Slutsky & Kennedy | Trustee (individual) | $6,000 |