Siu Pacific District Pension Plan
Sponsored by Board Of Trustees, Siu Pacific District Pension Plan · EIN 946061923 · Plan #001
- Total assets
- $119M
- Net assets
- $119M
- Active participants
- 821
- With balances
- 0
Plan year beginning 08/01/2024
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 |
|---|---|---|
| Dodge And Cox | Investment management, Investment management fees (direct), Soft dollars commissions | $165,108 |
| Siu Pacific Dist. Supp Benefits Fd | Contract administrator, Direct payment from the plan | $125,311 |
| Dan Gaipa | Employee (plan), Direct payment from the plan | $106,909 |
| Michelle Chang | Employee (plan), Direct payment from the plan | $101,597 |
| Hazel Ywan | Employee (plan), Direct payment from the plan | $67,701 |
| Foster & Foster, Inc. | Actuarial, Direct payment from the plan | $52,000 |
| Rvk, Inc. | Consulting (general), Investment advisory (plan), Direct payment from the plan | $45,434 |
| Us Bank | Custodial (securities), Direct payment from the plan, Investment management fees (indirect) | $44,500 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $26,317 |
| Edith Leroux | Employee (plan), Direct payment from the plan | $24,624 |
| Dau Naw | Employee (plan), Direct payment from the plan | $13,528 |
| Mfow Welfare Fund | Claims processing, Recordkeeping, Copying and duplicating | $12,000 |
| Zenith American Solutions | Recordkeeping, Direct payment from the plan | $11,791 |
| Mcs Supplementary Pension Plan | Contract administrator, Direct payment from the plan | $11,287 |
| Trucker Huss, Apc | Legal, Direct payment from the plan | $8,188 |
| Bay Area Networking, Inc. | Other services, Direct payment from the plan | $7,918 |
| Anna Marie Espersen | Employee (plan), Direct payment from the plan | $5,153 |
| Stephen Horn Insurance Services | Insurance brokerage commissions | $0 |