Kern County Electrical Workers Pension Fund
Sponsored by Board Of Trustees, Kern County Electrical Workers · EIN 956123049 · Plan #001
- Total assets
- $201M
- Net assets
- $200M
- Active participants
- 853
- 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 |
|---|---|---|
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Marco Consulting Group | Investment advisory (plan), Investment management | $286,267 |
| The Segal Company | Actuarial | $99,716 |
| Ullico Investment Advisors, Inc. | Investment management | $70,641 |
| Miller Kaplan Arase Llp | Accounting | $64,099 |
| Employee 1 | Employee (plan) | $57,175 |
| Employee 2 | Employee (plan) | $43,861 |
| New Tower Trust Company | Investment management | $41,497 |
| Tiffany Lena | Legal | $40,310 |
| Comerica Bank | Custodial (securities), Trustee (institutional) | $14,977 |