United Food And Commercial Workers Local 1546 Pension Plan
Sponsored by Board Of Trustees Of United Food & Commercial Wkrs Local 1546 Pension · EIN 516049165 · Plan #001
- Total assets
- $217M
- Net assets
- $217M
- Active participants
- 4,533
- With balances
- 0
Plan year beginning 09/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Wellington Management Company Llp CRD 106595 | fuzzy_auto · 97% | 2024 |
| W. H. Reaves & Co., Inc. CRD 3140 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lsv Asset Management | Investment management, Investment management fees (direct) | $231,353 |
| National Investment Services | Investment management, Investment management fees (direct) | $167,642 |
| Northern Trust Corporation | Custodial (securities), Other services, Investment management fees (direct) | $129,524 |
| Bridgeway Benefit Technologies, Llc | Recordkeeping | $92,671 |
| Segall Bryant & Hamill | Investment management fees (direct), Investment management fees (indirect), Soft dollars commissions | $81,774 |
| Asb Capital Management Llc | Investment management, Investment management fees (direct) | $80,604 |
| Leticia Chavez | Employee (plan) | $75,700 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $75,000 |
| Legacy Professionals Llp | Accounting, Recordkeeping, Direct payment from the plan | $69,446 |
| Bank Of New York | Investment management, Investment management fees (direct), Investment management fees (indirect) | $67,938 |
| The Segal Company, Inc. | Actuarial, Consulting (general), Direct payment from the plan | $52,500 |
| Jodi Hucko Bigane | Employee (plan) | $50,897 |
| Lisa Bank | Employee (plan) | $47,146 |
| Lasalle Consulting Partners, Inc. | Other services | $42,401 |
| Patty Guffey | Employee (plan) | $40,694 |
| Kenneth R Boyd | Plan administrator, Employee (plan) | $38,995 |
| Wellington Management Co. | Investment management, Investment management fees (direct), Investment management fees (indirect) | $29,252 |
| Sommers And Fahrenbach, Inc. | Copying and duplicating | $26,333 |
| Asher, Gittler & D'alba, Ltd. | Legal, Direct payment from the plan | $18,734 |
| Laner Muchin, Ltd. | Legal, Direct payment from the plan | $17,089 |
| The Berwyn Group, Inc. | Other services | $14,491 |
| Reams Asset Management | Investment management, Investment management fees (direct) | $14,012 |
| Arthur J. Gallagher Risk Management | Insurance agents and brokers | $5,029 |