Intermountain Retail Store Employees Pension Plan
Sponsored by Intermountain Retail Store Employees Pension Plan Board Of Trustees · EIN 916187192 · Plan #001
- Total assets
- $223M
- Net assets
- $223M
- Active participants
- 3,642
- With balances
- 0
Plan year beginning 09/01/2024
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 |
|---|---|---|
| Zenith American Solutions | Contract administrator, Copying and duplicating | $370,496 |
| Horizon Actuarial Services Llc | Actuarial | $204,074 |
| Reinhart Boerner Van Deuren Sc | Legal | $102,511 |
| Rvk, Inc. | Investment advisory (plan) | $47,500 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $40,013 |
| Principal Custody Solutions | Custodial (securities), Sub-transfer agency fees, Soft dollars commissions | $36,500 |
| State Street Global Advisors Trust | Investment management, Investment management fees (direct), Other investment fees and expenses | $35,164 |
| Pgim Real Estate Prisa Ii Lp | Investment management, Investment management fees (direct) | $32,829 |
| Lawton Printing | Copying and duplicating | $6,583 |
| Frsecure | Consulting (general) | $5,000 |