Semmes, Bowen & Semmes Pension Plan
Sponsored by Semmes, Bowen & Semmes · EIN 521955555 · Plan #001
- Total assets
- $28.2M
- Net assets
- $28.2M
- Active participants
- 119
- With balances
- 192
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc | Investment advisory (plan) | $48,300 |
| Wilmington Trust, N.A. | Custodial (securities) | $47,694 |
| C.S. Mckee, L.P. | Investment advisory (plan) | $34,302 |
| Mks&H | Accounting, Direct payment from the plan | $17,500 |
| Blue Ridge Associates | Consulting (pension) | $10,944 |