AUMdb

I.A. Of M. Motor City Pension Fund

Sponsored by Intl' Assoc' Machin Motor City Pens · EIN 386237143 · Plan #001

Total assets
$117M
Net assets
$117M
Active participants
28
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
Eagle Capital Management, Llc CRD 110177 fuzzy_auto · 99% 2024
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Eagle Capial Management Investment management, Direct payment from the plan, Soft dollars commissions $248,983
Morgan Stanley Custodial (securities), Investment advisory (plan), Securities brokerage $207,489
Groom Law Group Chartered Legal, Direct payment from the plan $161,766
United Actuarial Services Investment management, Direct payment from the plan, Soft dollars commissions $84,212
Benesys, Inc Accounting, Claims processing, Recordkeeping $63,808
Logan Mettley & Newcomer Plc Legal, Direct payment from the plan $47,762
Novara Tesija Catenacci Legal, Direct payment from the plan $38,928
Comerica Bank Custodial (securities), Investment management, Other services $30,566
Sam Pilger Trustee (directed), Direct payment from the plan $22,917
Wrubel Wesley And Company C.P.A's Accounting, Direct payment from the plan $18,050