Warehouse Employees Local No. 570 Pension Fund
Sponsored by Warehouse Employees Local No. 570 · EIN 526048848 · Plan #001
- Total assets
- $255M
- Net assets
- $255M
- Active participants
- 836
- 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 |
|---|---|---|
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ullico Investment Advisors Inc. | Investment management fees (direct) | $272,611 |
| Rbc Global Asset Management | Investment management fees (direct) | $125,071 |
| Brown Advisory | Investment management fees (direct) | $108,910 |
| Intercontinental Real Estate Corp | Investment management fees (direct) | $82,016 |
| Wilmington Trust | Custodial (securities), Float revenue | $64,277 |
| Reynolds Consulting Services, Llc | Investment advisory (plan) | $37,625 |
| Calibre Cpa Group, Pllc | Accounting | $35,870 |
| Chartwell Investment Partners | Investment management fees (direct) | $33,186 |
| Bolton Partners, Inc | Actuarial | $25,218 |
| Bridgeway Benefit Technologies | Recordkeeping | $24,377 |
| Abato, Rubenstein & Abato | Legal | $14,845 |
| Hill Management Services | Other services | $14,233 |
| Pitney Bowes | Other services | $13,749 |
| Pavsner Press Inc | Copying and duplicating | $6,851 |