AUMdb

Elbit Systems Of America Pension Plan For Employees In The Night Vision Bargaining Unit

Sponsored by Elbit Systems Of America, Llc · EIN 300403919 · Plan #002 · Fort Worth, TX

Total assets
$83.0M
Net assets
$83.0M
Active participants
220
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
Sun Life Capital Management (U.S.) Llc CRD 109684 fuzzy_auto · 98% 2024
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Slc Management Us Llc Investment management $124,513
Fiducient Advisors Llc Investment advisory (plan) $43,675
Principal Trust Company Trustee (institutional), Trustee (discretionary), Sub-transfer agency fees $41,450
Whitley Penn Llp Accounting $39,316
The Angell Pension Group, Inc. Actuarial $35,542