Retirement Plan For The Employees Of Museum Associates
Sponsored by Museum Associates, D/B/A Los Angeles County Museum Of Art · EIN 952264067 · Plan #001
- Total assets
- $56.5M
- Net assets
- $56.5M
- Active participants
- 313
- 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 |
|---|---|---|
| Wcm Investment Management, Llc CRD 104702 | deterministic · 100% | 2024 |
| Alliance Investment Management, Llc CRD 152012 | fuzzy_auto · 96% | 2024 |
| Ami Asset Management Corp CRD 110291 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica | Trustee (institutional), Direct payment from the plan | $94,574 |
| Wcm Investment Management | Investment management, Direct payment from the plan | $27,267 |
| Us Bank | Trustee (institutional), Direct payment from the plan | $19,977 |
| Alpine Investment Management, Llc | Investment management, Direct payment from the plan | $17,370 |
| Ami Asset Management | Investment management, Direct payment from the plan | $16,480 |
| Segall Bryant & Hamill Llc | Investment management, Direct payment from the plan | $8,857 |