AUMdb

Directors Guild Of America Producer Pension Plan Supplemental Benefit Plan

Sponsored by Board Of Trustees, Directors Guild Of America · EIN 956027308 · Plan #002

Total assets
$2.3B
Net assets
$2.3B
Active participants
22,976
With balances
25,726

Plan year beginning 01/01/2024 · Money purchase

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Bfsg, Llc CRD 143617 deterministic · 100% 2024
J.P. Morgan Investment Management Inc. CRD 107038 fuzzy_auto · 99% 2024
Blackrock Financial Management, Inc CRD 107105 deterministic · 100% 2024
Cambridge Associates, Llc CRD 104942 deterministic · 100% 2024
Western Asset Management Company, Llc CRD 110441 deterministic · 100% 2024
Burgundy Asset Management Ltd. CRD 114317 deterministic · 100% 2024
Shenkman Capital Management, Inc. CRD 112192 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
J.P. Morgan Investment Management I Investment advisory (plan), Investment management $643,379
Blackrock Financial Management Inc Investment management, Direct payment from the plan, Investment management fees (direct) $614,944
Cambridge Associates, Llc Investment advisory (plan), Consulting fees $427,500
Employee Id 639 Employee (plan) $375,986
Western Asset Management Company Investment management $338,340
State Street Bank & Trust Custodial (securities) $337,804
Mfs Heritage Trust Company Investment management $331,091
Burgundy Asset Management Ltd. Investment management, Direct payment from the plan, Investment management fees (direct) $319,572
Employee Id 115 Employee (plan) $296,571
Nigro Karlin Segal & Feldstein, Llp Accounting $259,580
Segal Select Insurance Services Inc Insurance brokerage commissions $232,411
Seyfarth Shaw Llp Legal $227,462
Employee Id 672 Employee (plan) $190,954
Employee Id 200 Employee (plan) $130,876
Shenkman Capital Management Inc Investment management $123,872
Miller Kaplan Arase Llp Accounting, Direct payment from the plan $116,150
Employee Id 296 Employee (plan) $114,411
Employee Id 548 Employee (plan) $113,647
Employee Id 661 Employee (plan) $93,454
Employee Id 120 Employee (plan) $92,480
State Street Global Advisors Trust Custodial (other), Custodial (securities), Investment management fees (direct) $91,194
Employee Id 437 Employee (plan) $91,027
Agio Inc Other services $77,754
Employee Id 114 Employee (plan) $73,241
Employee Id 626 Employee (plan) $66,993
Employee Id 447 Employee (plan) $66,372
Employee Id 434 Employee (plan) $61,454
Employee Id 663 Employee (plan) $61,424
Employee Id 585 Employee (plan) $57,567
Employee Id 469 Employee (plan) $54,914
Employee Id 659 Employee (plan) $53,983
Employee Id 644 Employee (plan) $52,799
Employee Id 246 Employee (plan) $52,750
Employee Id 387 Employee (plan) $51,759
Bush Gottlieb, A Law Corporation Legal $51,094
Employee Id 207 Employee (plan) $49,140
Employee Id 210 Employee (plan) $48,890
Employee Id 485 Employee (plan) $45,536
Employee Id 233 Employee (plan) $44,108
Employee Id 316 Employee (plan) $43,177
Employee Id 373 Employee (plan) $43,129
Employee Id 163 Employee (plan) $41,334
Employee Id 256 Employee (plan) $40,453
Employee Id 396 Employee (plan) $39,803
Iappsys Inc. Consulting (general) $39,167
Employee Id 131 Employee (plan) $39,017
Employee Id 374 Employee (plan) $38,404
Employee Id 528 Employee (plan) $36,736
Employee Id 526 Employee (plan) $36,672
Employee Id 647 Employee (plan) $36,666
Employee Id 649 Employee (plan) $36,154
Employee Id 466 Employee (plan) $35,737
Employee Id 353 Employee (plan) $35,551
Employee Id 389 Employee (plan) $35,286
Employee Id 619 Employee (plan) $35,037
Employee Id 456 Employee (plan) $34,316
Employee Id 382 Employee (plan) $34,298
Employee Id 480 Employee (plan) $33,882
Employee Id 657 Employee (plan) $33,557
Employee Id 223 Employee (plan) $31,465
Employee Id 269 Employee (plan) $30,472
Employee Id 390 Employee (plan) $30,096
Employee Id 488 Employee (plan) $29,897
Employee Id 636 Employee (plan) $29,624
Employee Id 310 Employee (plan) $28,502
Employee Id 630 Employee (plan) $28,436
Employee Id 667 Employee (plan) $28,340
Employee Id 479 Employee (plan) $27,361
Employee Id 224 Employee (plan) $26,710
Employee Id 388 Employee (plan) $26,370
Employee Id 634 Employee (plan) $26,059
Employee Id 487 Employee (plan) $25,375
Greenberg Glusker Fields Claman Legal $23,170
Wells Fargo Bank, N.A. Account maintenance fees $16,049
Sentinel Insurance Company, Ltd Insurance services $9,584
Bfsg Llc Investment advisory (participants), Investment advisory (plan) $8,146
Rossmore Property & Casualty Insura Insurance agents and brokers, Insurance brokerage commissions $6,796
Blackrock Institutional Trust Compa Trustee (institutional), Trustee (discretionary), Investment management $6,452
Altius It Inc Other services $6,317
Jackson Lewis P.C. Legal $5,315