Homeland Pension Plan
Sponsored by Home For The Friendless Homeland · EIN 231365148 · Plan #001
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 66
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Grandeur Peak Global Advisors, Llc CRD 158270 | deterministic · 100% | 2024 |
| Johcm (Usa) Inc CRD 167596 | deterministic · 100% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | deterministic · 100% | 2024 |
| Polen Capital Management, Llc CRD 106093 | deterministic · 100% | 2024 |
| Seafarer Capital Partners, Llc CRD 158671 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Bryn Mawr Trust Company | Trustee (institutional), Direct payment from the plan, Soft dollars commissions | $76,233 |
| Dodge & Cox | Investment management, Investment management fees (indirect) | $0 |
| Grandeur Peak Global Advisors, Llc | Investment management, Investment management fees (indirect) | $0 |
| Johcm (Usa) Inc. | Investment management, Investment management fees (indirect) | $0 |
| J.P. Morgan Investment Management, | Investment management, Investment management fees (indirect) | $0 |
| Polen Capital Management, Llc | Investment management, Investment management fees (indirect) | $0 |
| Seafarer Capital Partners, Llc | Investment management, Investment management fees (indirect) | $0 |
| Blackrock, Inc. | Investment management, Investment management fees (indirect) | $0 |
| Pacer Us Cash Cows 100 Etf | Investment management, Investment management fees (indirect) | $0 |