AUMdb

Shaws Supermarkets, Inc. Pension Plan For Union Employees

Sponsored by Shaws Supermarkets Inc · EIN 041123420 · Plan #002

Total assets
$230M
Net assets
$229M
Active participants
5,418
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
Mfs Institutional Advisors Inc. CRD 107144 deterministic · 100% 2024
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024
Snyder Capital Management Lp CRD 108518 deterministic · 100% 2024
Westly Capital Management, Llc CRD 161882 fuzzy_auto · 94% 2024
Capital Gains Inc CRD 111717 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Conduent Hr Services, Llc Recordkeeping, Direct payment from the plan $485,429
Aon Consulting, Inc. Actuarial, Consulting (pension), Other services $348,377
Mfs Institutional Advisors Inc Investment advisory (plan), Direct payment from the plan $75,455
The Northern Trust Company Trustee (directed), Direct payment from the plan, Investment management fees (direct) $72,165
Pimco Investment management, Direct payment from the plan $63,190
Morgan Stanley Investment management, Direct payment from the plan $54,098
Snyder Capital Management Investment management, Direct payment from the plan $50,929
Wells Capital Management Investment management, Direct payment from the plan $50,795
Deloitte & Touche Llp Accounting, Direct payment from the plan $48,000
Capital Guardian Investment management, Direct payment from the plan $26,326