Unite Here Local 25 And Hotel Association Of Washington, Dc Pension Plan
Sponsored by Board Of Trustees Htl. & Rest. Emp. Lo.25&Htl Assn · EIN 526051390 · Plan #001
- Total assets
- $357M
- Net assets
- $357M
- Active participants
- 5,768
- 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 |
|---|---|---|
| Meketa Fiduciary Management, Llc CRD 323605 | deterministic · 100% | 2024 |
| First Eagle Investment Management, Llc CRD 108260 | deterministic · 100% | 2024 |
| Dra Advisors Llc CRD 106311 | deterministic · 100% | 2024 |
| Flagship Pioneering, Llc CRD 161864 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Associated Administrators Llc | Contract administrator, Direct payment from the plan | $386,832 |
| Meketa Fiduciary Management, Llc | Investment advisory (plan), Investment management fees (direct) | $130,000 |
| Cheiron Inc | Actuarial, Direct payment from the plan | $81,384 |
| Pnc Bank Na | Custodial (securities), Trustee (discretionary), Other investment fees and expenses | $50,767 |
| Novak Francella Llc | Accounting | $47,165 |
| Bredhoff & Kaiser Pllc | Legal, Direct payment from the plan | $32,282 |
| First Eagle Investment Management | Investment management, Investment management fees (direct) | $27,480 |
| Dra Advisors Llc | Investment management, Direct payment from the plan | $25,275 |
| Seyfarth Shaw Llp | Legal, Direct payment from the plan | $20,155 |
| Svb Strategic Investors Viii, Llc | Investment management, Investment management fees (direct), Other investment fees and expenses | $15,938 |
| Flagship Pioneering Inc. | Investment management, Investment management fees (direct) | $8,701 |
| United Bank | Custodial (other), Direct payment from the plan | $6,998 |
| Wellington Trust Company, Na | Investment management, Investment management fees (indirect) | $0 |