Western Glaziers Retirement Plan
Sponsored by Board Of Trustees, Western Glaziers Retirement Plan · EIN 916050587 · Plan #001
- Total assets
- $414M
- Net assets
- $414M
- Active participants
- 887
- 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 |
|---|---|---|
| Great Lakes Advisors, Llc CRD 110757 | deterministic · 100% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Systematic Financial Management Lp CRD 106146 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Great Lakes Advisors, Llc | Investment management, Soft dollars commissions, Securities brokerage commissions | $463,748 |
| Washington Capital Management, Inc. | Investment management, Investment management fees (direct) | $398,408 |
| Loomis Sayles & Company, Lp | Investment management, Investment management fees (direct) | $330,499 |
| Systematic Financial Management, Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $216,423 |
| U.S. Bank, N.A. | Custodial (securities), Direct payment from the plan, Shareholder servicing fees | $162,104 |
| Rael & Letson | Actuarial, Direct payment from the plan | $110,269 |
| Benesys Administrators | Contract administrator, Recordkeeping, Copying and duplicating | $108,923 |
| Verus Advisory, Inc. | Investment advisory (plan), Direct payment from the plan | $93,750 |
| Marsh Mclennan Agency, Llc | Insurance agents and brokers, Direct payment from the plan | $40,158 |
| Christensen, James & Martin | Legal, Direct payment from the plan | $39,854 |
| Barlow Coughran Morales & Josephson | Legal, Direct payment from the plan | $33,000 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $19,500 |
| Wells Fargo Bank, N.A. | Custodial (other), Direct payment from the plan | $8,101 |
| The Urban Law Firm | Legal, Direct payment from the plan | $6,952 |