Uswa Drummond Company Pension Agreement
Sponsored by Drummond Company, Inc. · EIN 630653224 · Plan #002 · Birmingham, AL
- Total assets
- $53.0M
- Net assets
- $53.0M
- Active participants
- 309
- 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 |
|---|---|---|
| Zeal Capital Management, Llc CRD 314354 | fuzzy_auto · 93% | 2024 |
| Madison Investment Advisors, Llc CRD 110297 | deterministic · 100% | 2024 |
| Blackrock Investment Management, Llc CRD 108928 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stonegate Investment Group | Investment advisory (plan) | $73,972 |
| Zeiglar Capital Management | Investment management | $59,534 |
| Blackrock Investment Management | Investment management | $41,984 |
| First State Trust Company | Trustee (institutional), Other investment fees and expenses | $31,350 |
| Madison Investment Advisors | Investment management | $21,420 |