Associated General Contractors Of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan
Sponsored by Agc Of America, San Diego Chapter, Inc. Retirement Trust Fund · EIN 336297103 · Plan #001
- Total assets
- $24.2M
- Net assets
- $24.2M
- Active participants
- 316
- With balances
- 406
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Clelland & Co Inc CRD 105406 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Agc Retirement Tust | Investment advisory (participants) | $79,540 |
| Clelland | Investment advisory (participants) | $17,500 |
| Brandywine Global | Investment advisory (participants) | $11,125 |
| Clarivest | Investment advisory (participants) | $10,017 |
| Jp Morgan Asset Management | Investment advisory (participants) | $1,922 |