Retail Wholesale And Department Store Union Staff Retirement Plan
Sponsored by Committee Of The Retail Wholesale & Department Store Union Afl Cio · EIN 516041432 · Plan #001
- Total assets
- $35.7M
- Net assets
- $35.7M
- Active participants
- 95
- With balances
- 126
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Western Asset Management | Investment advisory (plan), Direct payment from the plan | $38,118 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $30,472 |
| Amalgamated Bank | Custodial (other), Direct payment from the plan | $12,631 |
| Palmer Tanno Agency, Inc. | Custodial (securities), Direct payment from the plan | $1,722 |