1199 Seiu Regional Pension Fund
Sponsored by Trustees Of 1199 Seiu Regional Pension Fund · EIN 161112391 · Plan #001
- Total assets
- $232M
- Net assets
- $232M
- Active participants
- 5,171
- 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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Jsd & Associates , Inc CRD 135107 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Segal Marco Advisors | Investment advisory (plan) | $378,044 |
| Cheiron, Inc. | Actuarial | $194,298 |
| Freed Maxick P.C. | Accounting | $169,082 |
| Ullico Infrastructure T/E Fund | Investment management fees (direct) | $139,635 |
| Ronda Castren | Plan administrator | $115,560 |
| Gcm Grosvenor Multi Asset Class Fun | Investment management fees (direct) | $78,865 |
| J.A. Mariano Agency | Insurance agents and brokers | $73,454 |
| American Core Realty | Investment management | $63,052 |
| Mesirow Financial Re Value Fund Iii | Investment management fees (direct) | $60,090 |
| Asb Allegiance | Investment management | $57,018 |
| Michelle Bonar | Employee (plan) | $56,367 |
| White Oak Yield Spectrum Peer Fund | Investment management fees (direct) | $50,069 |
| Blitman King Llp | Legal | $44,216 |
| Maria Zamojski | Employee (plan) | $41,980 |
| Fp Credit Partners Ii Aggregator | Investment management fees (direct) | $40,988 |
| Gcm Grosvenor Altscape Fund Lp | Investment management fees (direct) | $26,048 |
| Seiu United Healthcare Workers East | Plan administrator | $22,200 |
| Mesirow Financial Private Equity | Investment management fees (direct) | $22,000 |
| Angelo Gordon (Ag Direct Lending Ii | Investment management fees (direct) | $21,971 |
| Mcg Hamilton Lane Private Equity | Investment management fees (direct) | $17,587 |
| Jsd & Associates | Investment advisory (plan) | $15,000 |
| Manufacturers & Traders Trust Co | Custodial (securities) | $10,000 |