The Members Retirement Plan
Sponsored by Trustees Of The Members Retirement Plan · EIN 362164320 · Plan #001
- Total assets
- $699M
- Net assets
- $694M
- Active participants
- 3,268
- 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 |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
| Scout Investments, Inc. CRD 111787 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Maggie Peck | Employee (plan) | $187,879 |
| Mooney, Green, Saindon, Murphy & We | Legal | $167,238 |
| Marquette Associates | Investment advisory (plan) | $155,000 |
| Lord Abbett & Co. Llc | Investment management fees (direct) | $144,737 |
| State Street Global Advisors Trust | Investment management fees (direct), Custodial (securities) | $144,495 |
| Scout Investments, Inc | Investment management | $130,680 |
| The Segal Company Inc | Actuarial | $98,326 |
| First Midwest Institutional Bank | Custodial (securities), Soft dollars commissions, Trustee (institutional) | $96,628 |
| Northern Trust Corporation | Investment management, Other commissions | $74,844 |
| Calibre Cpa Group Pllc | Accounting | $68,466 |
| Renata Skupien | Employee (plan) | $63,150 |
| Rose Vecchione | Employee (plan) | $56,275 |
| Rebecca Warnicke | Employee (plan) | $47,509 |
| Daniel Mireles | Employee (plan) | $44,680 |
| Paul Guggenheim & Associates, Inc. | Other services | $33,540 |
| Cmj It Solutions | Other services | $30,343 |
| Datamation | Other services | $28,639 |
| Marketsphere | Other services | $27,858 |
| 1099 Express/Dallas, Llc | Other services | $17,313 |
| Lasalle Consulting Partners | Consulting (general) | $7,166 |