The Pension Trust Estate For Shopmen's Local Union No. 473
Sponsored by Bd Trustees Pn Tr Estate Local 473 · EIN 362427068 · Plan #001
- Total assets
- $6.6M
- Net assets
- $6.5M
- Active participants
- 0
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefits Management Group, Inc | Plan administrator | $51,600 |
| Fiducient Advisors | Investment advisory (plan) | $50,500 |
| Milliman | Actuarial | $42,922 |
| Amalgamated Bank Of Chicago | Custodial (securities), Investment management fees (direct), Float revenue | $25,407 |
| Johnson & Krol, Llc | Legal | $25,275 |
| Calibre Cpa Group, Pllc | Accounting | $21,600 |
| Midwest Institutional Trust | Custodial (securities), Investment management fees (direct), Float revenue | $7,657 |