AUMdb

American Federation Of Government Employees Pension Plan

Sponsored by American Federation Of Government Employees · EIN 530025740 · Plan #001

Total assets
$186M
Net assets
$186M
Active participants
282
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
Marshfield Associates, Inc. CRD 150614 deterministic · 100% 2024
Segall Bryant & Hamill, Llc CRD 106505 fuzzy_auto · 97% 2024
Standard Valuations Inc CRD 112413 deterministic · 100% 2024
Chartwell Investment Partners, Llc CRD 170335 deterministic · 100% 2024
Asb Capital Management Llc CRD 110995 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Marshfield Associates Investment management, Investment management fees (direct) $212,413
Segall, Bryant & Hamill Investment management, Investment management fees (direct) $86,179
Cheiron Actuarial, Direct payment from the plan $59,618
Us Real Estate Investment Fund Investment management, Investment management fees (direct) $56,896
Associated Administrators Contract administrator, Direct payment from the plan $54,648
Slevin & Hart, Pc Legal, Direct payment from the plan $48,699
Standard Valuations Investment advisory (plan) $42,100
Chartwell Investment Partners Inc Investment management, Investment management fees (direct) $41,529
Asb Capital Management, Llc Investment management, Investment management fees (direct) $33,200
Calibre Cpa Group Pllc Accounting $21,791
State Street Global Advisors Investment management fees (direct), Custodial (securities), Custodial (other) $20,261