AUMdb

Pitcairn Retirement Plan

Sponsored by Pitcairn Company · EIN 231209830 · Plan #002

Total assets
$37.4M
Net assets
$37.4M
Active participants
14
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Milliman Actuarial, Direct payment from the plan $43,575
Kreischer Miller Direct payment from the plan, Accounting $22,122
Apex Group Ltd Investment management fees (indirect) $0
Tvv Capital Investment management fees (direct) $0
Partners Group Private Equity Llc Investment management fees (indirect) $0
Mcnally Capital Investment management fees (indirect) $0
Ben Franklin Technology Partners Investment management fees (indirect) $0
Alpine Associates Management Inc. Investment management fees (indirect) $0
Income Research & Management Investment management fees (indirect) $0
Brown Advisory Investment management fees (indirect) $0
Coho Partners, Ltd. Investment management fees (indirect) $0
O'shaughnessy Asset Management Investment management fees (direct) $0
Parametric Portfolio Associates Investment management fees (indirect) $0
Thompson, Siegel, & Walmsley (Tsw) Investment management fees (indirect) $0
Lazard Asset Management, Llc Investment management fees (indirect) $0
Commongood Capital, Llc Investment management fees (indirect) $0
Jo Hambro Capital Management Investment management fees (indirect) $0