Firstgroup America, Inc. Pension Plan
Sponsored by Firstgroup America, Inc. · EIN 522205403 · Plan #001
- Total assets
- $93.8M
- Net assets
- $93.8M
- Active participants
- 125
- 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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Valuation, Direct payment from the plan | $215,248 |
| Slc Capital Management (U.S.) Llc | Investment management, Investment management fees (direct) | $200,407 |
| Aon Consulting, Inc | Contract administrator, Recordkeeping, Direct payment from the plan | $106,191 |
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $69,573 |
| Captrust Financial Advisors, Llc. | Contract administrator, Recordkeeping | $44,992 |
| Morris Manning & Martin | Legal | $29,000 |
| Pnc Bank, National Association | Trustee (institutional), Copying and duplicating, Direct payment from the plan | $26,548 |