Ufcw Heartland Pension Fund
Sponsored by Board Of Trustees Of Ufcw Heartland Pension Fund · EIN 316056028 · Plan #001
- Total assets
- $58.7M
- Net assets
- $58.7M
- Active participants
- 394
- 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 |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Heartland Benefit Plan Administrato | Plan administrator, Direct payment from the plan | $133,847 |
| Reinhart Boerner Van Deuren S.C. | Legal, Direct payment from the plan | $76,171 |
| Sikich Cpa Llc | Accounting, Direct payment from the plan | $59,363 |
| Fifth Third Bank Retirement Service | Investment management, Direct payment from the plan | $57,463 |
| Marquette Associates, Inc. | Investment advisory (plan), Direct payment from the plan | $35,000 |
| Milliman, Inc. | Insurance agents and brokers, Insurance brokerage commissions | $32,566 |
| Buck Global Llc | Actuarial, Direct payment from the plan | $10,967 |