U. A. Local Union No. 614 Pension Plan
Sponsored by Trustees U. A. Local Union No. 614 Pension Plan · EIN 626085904 · Plan #001
- Total assets
- $204M
- Net assets
- $204M
- Active participants
- 1,978
- With balances
- 0
Plan year beginning 04/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Highland Capital Management, Llc CRD 104842 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Highland Capital Management, Llc | Direct payment from the plan, Investment advisory (plan) | $647,745 |
| Ua Local Union No 614 Pension Fund | Other fees | $467,084 |
| Novara Tesija & Catenacci, Pllc | Legal | $82,485 |
| Southern Benefit Administrators Inc | Consulting (general), Consulting (pension) | $75,400 |
| Reynolds Consulting Services | Direct payment from the plan, Consulting fees | $52,369 |
| Needles & Assoicates, Llc | Direct payment from the plan, Accounting | $52,174 |
| Regions Bank | Custodial (securities) | $8,608 |
| Empower Annuity Insurance Company | Recordkeeping fees | $150 |