AUMdb

Unite Here! Workers And Hospitality Employers Vdb Pension Trust

Sponsored by Board Of Trustee Unite Here! Workers · EIN 454227067 · Plan #026

Total assets
$169M
Net assets
$169M
Active participants
6,037
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
Meketa Investment Group Inc CRD 110601 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Mekata Investment Group Investment advisory (plan), Direct payment from the plan $176,147
Employee A Employee (plan), Direct payment from the plan $139,945
Wilmington Trust Custodial (securities), Investment management, Other fees $138,334
Cheiron Actuarial, Direct payment from the plan $127,363
Greenberg Traurig Insurance services, Direct payment from the plan $78,500
Mccracken, Stemerman & Holsberry,Ll Insurance services, Direct payment from the plan $77,262
Employee C Employee (plan), Direct payment from the plan $60,071
Employee D Employee (plan), Direct payment from the plan $60,071
Employee B Employee (plan), Direct payment from the plan $44,924
Employee E Employee (plan), Direct payment from the plan $38,777
Us Bank Custodial (securities), Investment management, Other fees $30,119
Manzi & Associates Llc Accounting, Direct payment from the plan $25,500