Retail, Wholesale & Department Store International Union And Industry Pension Fund
Sponsored by Board Of Trustees Of Retail Wholesale & Dept Store · EIN 630708442 · Plan #001 · Birmingham, AL
- Total assets
- $619M
- Net assets
- $619M
- Active participants
- 1,569
- 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 |
|---|---|---|
| Fiduciary Management, Inc. CRD 109149 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Segal Company | Actuarial | $349,375 |
| Friedman & Anspach | Legal | $325,999 |
| Western Asset Us Core Plus Llc | Investment advisory (plan) | $183,644 |
| Fiduciary Management, Inc | Investment management | $136,218 |
| Carr, Riggs And Ingram Llc | Accounting | $133,570 |
| Segal Marco Advisors | Investment advisory (plan) | $129,917 |
| Joshua Brewer | Plan administrator, Employee (plan) | $101,439 |
| Deborah Quick | Employee (plan) | $87,399 |
| Ullico Investment Advisors | Investment advisory (plan) | $86,509 |
| William Jones | Employee (plan) | $70,348 |
| Proskauer Rose Llp | Legal | $58,966 |
| Linda Stringfellow | Employee (plan) | $51,074 |
| Marla Henson | Employee (plan) | $47,085 |
| Brittany Hill | Employee (plan) | $46,240 |
| Amalgamated Bank | Investment management fees (direct) | $39,505 |
| Amalgamated Bank | Custodial (securities) | $35,012 |
| Tyler Byars | Employee (plan) | $26,563 |
| Valorie Pack | Employee (plan) | $25,907 |
| Linda Griffin | Employee (plan) | $25,267 |
| Bank Of New York Mellon | Investment management | $23,834 |
| Amalgamated Bank | Investment management fees (indirect) | $0 |