Freight Drivers And Helpers Local Union No. 557 Pension Plan
Sponsored by Board Of Trustees, Freight Drivers And Helpers Local Union No. 557 · EIN 526118055 · Plan #001
- Total assets
- $213M
- Net assets
- $212M
- Active participants
- 148
- 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 |
|---|---|---|
| Fiduciaryvest, Llc CRD 134351 | deterministic · 100% | 2024 |
| Silvercrest Asset Management Group Llc CRD 118333 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Groom Law Group, Chartered | Direct payment from the plan, Legal | $195,717 |
| Ryan Alm, Inc | Direct payment from the plan, Investment management | $161,812 |
| The Segal Company | Direct payment from the plan, Actuarial | $154,533 |
| Benefits Administration, Llc | Direct payment from the plan, Plan administrator | $147,357 |
| Abato, Rubenstein & Abato, P.A. | Direct payment from the plan, Legal | $133,275 |
| Fiduciaryvest, Llc | Investment management fees (direct), Investment advisory (plan) | $120,000 |
| Benesys,Inc. | Direct payment from the plan, Plan administrator | $105,995 |
| Morgan, Lewis & Bockius, Llp | Direct payment from the plan, Legal | $68,975 |
| Hcfl | Direct payment from the plan, Accounting | $38,610 |
| Us Bank | Direct payment from the plan, Custodial (securities) | $37,721 |
| Robert W. Baird & Co. | Investment management fees (direct), Investment advisory (plan) | $29,139 |
| Comerica Bank And Trust | Investment management fees (direct), Investment advisory (plan) | $28,387 |
| Silvercrest Asset Management Group | Investment management fees (direct), Investment advisory (plan) | $24,521 |
| Pnc Bank, Na | Direct payment from the plan, Custodial (other) | $20,283 |