Trimas Corporation Union Employees Pension Plan
Sponsored by Trimas Corporation · EIN 382687639 · Plan #043 · Bloomfield Hills, MI
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 99
- 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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting, Inc (Nj) | Contract administrator, Direct payment from the plan | $53,198 |
| Milliman | Contract administrator, Direct payment from the plan | $35,664 |
| Crowe Llp | Accounting, Investment advisory (plan), Direct payment from the plan | $19,800 |
| Concurrent Investment Advisors, Lcc | Investment advisory (plan), Direct payment from the plan | $18,000 |
| Delaware Charter Guarantee & Trust | Contract administrator, Direct payment from the plan, Recordkeeping fees | $16,216 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $11,950 |
| Slcmgmt Collective Investment Trust | Investment management, Investment management fees (direct) | $5,251 |