Ufcw Local 23 & Giant Eagle Pension Fund
Sponsored by Board Of Trustees Ufcw Local 23 & Giant Eagle Pension Fund · EIN 256107185 · Plan #001
- Total assets
- $79.9M
- Net assets
- $79.8M
- Active participants
- 2,199
- 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 |
|---|---|---|
| Investment Consulting Services, Llc CRD 122064 | deterministic · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Richmond Capital Management Inc CRD 104636 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Beacon Administrators & Consultants | Contract administrator | $121,860 |
| Usi Consulting Group | Actuarial | $96,555 |
| Investment Consulting Services, Llc | Investment advisory (plan) | $65,000 |
| Intercontinental Real Estate Corp | Investment management fees (indirect), Investment management | $49,448 |
| Meyer, Unkovic & Scott | Legal | $41,053 |
| Commerce Bank | Investment management fees (direct), Investment management | $24,999 |
| Richmond Capital Management | Investment management fees (direct), Investment management | $20,589 |
| Diclaudio & Kramer, Llc | Accounting | $19,070 |
| Ubs Realty Investors | Investment management fees (indirect), Soft dollars commissions | $18,022 |
| Pnc Bank | Custodial (securities), Soft dollars commissions, Float revenue | $14,988 |
| Segal Select Insurance | Insurance brokerage commissions | $0 |