Engineers Agc Pension Plan Of The Inland Empire
Sponsored by Engineers Agc Pension · EIN 916070237 · Plan #001 · Mercer Island, WA
- Total assets
- $215M
- Net assets
- $215M
- Active participants
- 977
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Welfare And Pension Admin Service | Contract administrator, Recordkeeping, Claims processing | $301,621 |
| Washington Capital Management | Investment management, Investment management fees (direct) | $283,181 |
| Ullico | Investment management, Investment management fees (direct) | $196,154 |
| Milliman | Actuarial, Direct payment from the plan | $168,123 |
| Us Bank | Investment management, Investment management fees (direct) | $79,887 |
| Delaware Investments | Investment management, Investment management fees (direct) | $79,884 |
| Turner, Stoeve & Gagliardi | Legal, Direct payment from the plan | $72,480 |
| Marsh & Mclennan Agency | Direct payment from the plan | $63,983 |
| Segal Marco Advisors | Investment advisory (plan) | $55,000 |
| Fiera Capital, Inc. | $36,405 | |
| Harding Loevner | Investment management fees (direct) | $35,757 |
| Anastasi, Moore & Martin | Accounting, Direct payment from the plan | $35,507 |
| Blackstone Infrastructure Parnters | Investment management, Investment management fees (direct) | $17,676 |
| Ifebp | Direct payment from the plan, Other fees | $15,245 |