Standex International Corporation Pension Plans
Sponsored by Standex International Corporation · EIN 310596149 · Plan #001
- Total assets
- $150M
- Net assets
- $150M
- Active participants
- 91
- 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 |
|---|---|---|
| Westfield Capital Management Company, L.P. CRD 146990 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments | Recordkeeping, Consulting (pension), Direct payment from the plan | $319,229 |
| Willis Towers Watson Us Llc | Actuarial, Consulting (pension), Direct payment from the plan | $124,622 |
| Wellington Trust Company Na | Investment management, Investment management fees (direct), Soft dollars commissions | $121,223 |
| Westfield Capital Mgmt Company, L.P | Investment management, Investment management fees (direct), Soft dollars commissions | $53,184 |
| State Street Global Advisors | Custodial (other), Custodial (securities), Investment management fees (direct) | $40,861 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $31,577 |
| Blackrock | Trustee (institutional), Trustee (discretionary), Investment management | $25,000 |