No Calif Glaziers, Architectural Metal And Glassworkers Pension Plan
Sponsored by Board Of Trustees, No. Calif. Glaziers Architectural Metal & Glas · EIN 946083001 · Plan #001
- Total assets
- $549M
- Net assets
- $547M
- Active participants
- 1,426
- 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 |
|---|---|---|
| Sierra Investment Management, Llc CRD 106615 | fuzzy_auto · 96% | 2024 |
| Mcmorgan & Company Llc CRD 115060 | fuzzy_auto · 94% | 2024 |
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 99% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sierra Investment Managers | Investment management, Other services, Other fees | $872,548 |
| Health Services And Benefit Admin | Claims processing, Contract administrator, Recordkeeping | $411,344 |
| Withumsmith+Brown, P.C. | Accounting, Direct payment from the plan | $409,735 |
| Saltzman & Johnson Law Corporation | Legal, Direct payment from the plan | $294,838 |
| The Segal Company (Western States) | Actuarial, Consulting (pension), Direct payment from the plan | $289,200 |
| Mcmorgan & Company Llc | Investment management, Investment management fees (direct) | $260,053 |
| Morgan Stanley/Graystone Consulting | Investment advisory (plan), Named fiduciary, Securities brokerage | $210,352 |
| Wealth Enhancement Advisory Service | Investment management, Investment management fees (direct) | $160,165 |
| Us Bank | Custodial (securities), Direct payment from the plan, Float revenue | $139,708 |
| Chartwell Investment Partners | Investment management, Named fiduciary, Investment management fees (direct) | $75,776 |
| Law Office Of Robert F. Keehn | Legal, Direct payment from the plan | $35,000 |
| Fremont Bank | Custodial (other), Direct payment from the plan | $6,790 |
| Roadrunner | $5,995 | |
| Segal Select Insurance Services Inc | Insurance brokerage commissions | $0 |