Ufcw Local 1776 & Participating Employers Pension Fund
Sponsored by Ufcw Local 1776 & Participating Employers Pension Fund · EIN 236461717 · Plan #001
- Total assets
- $81.5M
- Net assets
- $81.3M
- Active participants
- 1,905
- 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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors | Custodial (securities), Investment management, Direct payment from the plan | $144,562 |
| Healthcare Strategies | Plan administrator, Recordkeeping, Direct payment from the plan | $110,002 |
| Us Bank | Investment management fees (indirect), Investment management | $53,419 |
| Rbc Wealth Management | Investment advisory (plan), Direct payment from the plan | $40,094 |
| Cbiz | Actuarial, Direct payment from the plan | $37,889 |
| Willig Williams & Davidson | Direct payment from the plan, Legal | $33,835 |
| Alan Ross & Company | Accounting, Direct payment from the plan | $32,450 |
| Chartwell Investment Partners | Custodial (securities), Investment management, Direct payment from the plan | $31,258 |
| Prudential Insurance Co. | Custodial (securities), Investment management, Direct payment from the plan | $0 |