United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan
Sponsored by Board Of Trustees, United Food & Commercial Workers Union Local 152 · EIN 236209656 · Plan #001
- Total assets
- $530M
- Net assets
- $486M
- Active participants
- 1,488
- 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 |
|---|---|---|
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Westfield Capital Management Company, L.P. CRD 146990 | fuzzy_auto · 98% | 2024 |
| Sands Capital Management, Llc CRD 137610 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Pzena Investment Management Llc CRD 106847 | deterministic · 100% | 2024 |
| Fiduciary First, Llc CRD 150330 | fuzzy_auto · 93% | 2024 |
| Silvercrest Asset Management Group Llc CRD 118333 | fuzzy_auto · 96% | 2024 |
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Penn Capital Management Company, Llc CRD 105081 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tri State Administrators, Inc | Contract administrator, Direct payment from the plan | $576,807 |
| Asb Capital Management, Llc | Investment management, Other services, Investment management fees (direct) | $404,557 |
| Northern Trust Company | Custodial (securities), Investment management, Direct payment from the plan | $266,068 |
| Cheiron Inc. | Actuarial, Consulting (pension), Direct payment from the plan | $160,471 |
| Westfield Capital Management Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $106,200 |
| Sands Capital Management | Investment management, Investment management fees (direct), Investment management fees (indirect) | $100,457 |
| O'brien, Belland & Bushinsky | Legal, Direct payment from the plan | $95,267 |
| Morgan Stanley Smith Barney | Investment management, Investment management fees (direct) | $95,000 |
| Pzena Investment Management | Investment management, Investment management fees (direct) | $93,600 |
| Kramer Warner Association | Insurance agents and brokers, Insurance brokerage commissions | $87,188 |
| Fiduciary Trust Company | Investment management, Investment management fees (direct), Investment management fees (indirect) | $80,974 |
| Morgan, Lewis & Bockius Llp | Legal, Direct payment from the plan | $73,515 |
| Silvercrest Asset Management | Investment management, Investment management fees (direct) | $64,151 |
| Mspc Certified Public Accountants | Accounting, Direct payment from the plan | $49,000 |
| Sierra Investment Partners, Inc. | Investment management, Soft dollars commissions, Investment management fees (direct) | $38,799 |
| Chartwell Investment Partners | Investment management, Named fiduciary, Investment management fees (direct) | $18,410 |
| Penn Capital Management Co, Inc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $6,895 |
| Cowbell Insurance Agency Llc | Insurance agents and brokers, Insurance brokerage commissions | $6,769 |