AUMdb

United Workers Pension Fund

Sponsored by Board Of Trustees Of United Workers Pension Fund · EIN 841655235 · Plan #001

Total assets
$21.6M
Net assets
$21.5M
Active participants
690
With balances
1,010

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Usi Consulting Grp Claims processing, Recordkeeping, Consulting (pension) $95,419
Mccarthy & Preece Pllc Legal, Direct payment from the plan $36,000
Weaver & Tidwell, Llp Accounting, Direct payment from the plan $20,000
Andrew Fair, Esq. Trustee (individual), Direct payment from the plan $14,400
Dickinson Group Llc Investment management, Direct payment from the plan $14,316