Ufcw Union Local No. 655, Food Employer's Joint Pe
Sponsored by Board Of Trustees Of Ufcw Local 655, Food Employers Joint Pension Plan · EIN 436058365 · Plan #001
- Total assets
- $780M
- Net assets
- $779M
- Active participants
- 6,048
- 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 |
|---|---|---|
| Boston Trust Walden Inc. CRD 111266 | deterministic · 100% | 2024 |
| Fort Washington Investment Advisors Inc CRD 107126 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| Frontier Capital Management Co Llc CRD 106274 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Marco Consulting Group | Investment advisory (plan) | $215,000 |
| Asb Capital Management Llc | Custodial (securities) | $203,064 |
| Susan Perney | Employee (plan) | $158,577 |
| Boston Trust Walden Company | Custodial (securities), Trustee (institutional), Trustee (discretionary) | $149,480 |
| Fort Washington Investment Advisors | Investment management | $139,194 |
| The Segal Company | Actuarial | $134,844 |
| Segal Select Insurance Services | Insurance brokerage commissions | $126,519 |
| Segall Bryant Hamill | Investment management | $118,138 |
| Frontier Capital Management Company | Investment management | $108,120 |
| Comerica Bank | Investment management | $107,132 |
| Mci Printing Inc | Copying and duplicating | $90,314 |
| Reinhart Law Office | Legal | $86,282 |
| Ufcw Local 655 | Recordkeeping | $68,550 |
| Tonia Wolff | Employee (plan) | $65,725 |
| Smith Graham & Co | Investment management fees (direct), Non-monetary compensation | $63,876 |
| Comerica Bank | Custodial (other), Custodial (securities), Other services | $56,723 |
| Kaitlyn M Mccrary | Employee (plan) | $50,394 |
| Anders Minkler Huber Helm Llp | Accounting | $43,078 |
| State Street Global Advisors Trust | Custodial (securities) | $43,074 |
| Hammond & Shinners Pc | Legal | $29,361 |
| Westerheide & Company | Insurance agents and brokers | $19,800 |