Sdc League Pension Fund
Sponsored by Board Of Trustees Sdc League Pension Fund · EIN 136634482 · Plan #001
- Total assets
- $50.9M
- Net assets
- $50.6M
- Active participants
- 1,252
- 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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Ubs Realty Investors Llc CRD 107758 | deterministic · 100% | 2024 |
| Westport Capital Partners Llc CRD 157493 | deterministic · 100% | 2024 |
| Ta Realty Llc CRD 108586 | deterministic · 100% | 2024 |
| Walter Scott & Partners Limited CRD 112161 | fuzzy_auto · 98% | 2024 |
| Oaktree Capital Management, L.P. CRD 106793 | fuzzy_auto · 99% | 2024 |
| Brookfield Asset Management Pic Us, Llc CRD 151599 | fuzzy_auto · 97% | 2024 |
| Partners Group (Usa) Inc. CRD 145228 | fuzzy_auto · 98% | 2024 |
| 50 South Capital Advisors, Llc CRD 174762 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Proskauer Rose Llp | Legal | $197,499 |
| The Segal Company Eastern States | Actuarial, Consulting (pension) | $179,390 |
| Sdc League Health Fund | Other services | $163,419 |
| Stage Directors & Chore Society | Other services | $143,323 |
| Oaktree Capital Management Lp | Investment management | $118,971 |
| Slevin & Hart, P.C. | Legal | $91,189 |
| Segal Marco Advisors | Investment advisory (plan) | $58,333 |
| Walter Scott & Partners Limited | Investment management, Investment management fees (direct) | $37,418 |
| 50 South Capital Advisors, Llc | Investment management | $36,692 |
| Brookfield Asset Management Private | Investment management | $36,347 |
| Gould Kobrick & Schlapp Pc | Accounting | $28,250 |
| Grosvenor Multi Asset Class Fund | Investment management | $20,931 |
| Ubs Realty Investors Llc | Investment management | $20,544 |
| Comprehensive Consulting Solutions | Other fees | $13,500 |
| Ta Realty | Investment management | $12,770 |
| Partners Group Usa, Inc | Investment management | $12,641 |
| Westport Capital Partners Llc | Investment management | $9,372 |
| Segal Select Insurance Services | Insurance brokerage commissions | $0 |