The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl
Sponsored by Pension Fd Of The Phila.Bakery Employers Food · EIN 236537145 · Plan #001
- Total assets
- $227M
- Net assets
- $226M
- Active participants
- 529
- With balances
- 0
Plan year beginning 08/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sei Private Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $763,078 |
| Administrative Service Professional | Contract administrator, Direct payment from the plan | $123,932 |
| The Segal Company | Actuarial, Direct payment from the plan | $59,525 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $37,565 |
| Willig,Williams & Davidson | Legal, Direct payment from the plan | $33,104 |
| Morgan Lewis & Bockius Llp | Legal, Direct payment from the plan | $16,506 |