American & Efird Employees' Pension Plan
Sponsored by American & Efird Llc · EIN 453709699 · Plan #002
- Total assets
- $36.1M
- Net assets
- $36.1M
- Active participants
- 175
- 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 |
|---|---|---|
| Sun Life Capital Management (U.S.) Llc CRD 109684 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting, Inc. | Actuarial, Consulting (pension), Investment management | $143,394 |
| Mma Securities Llc | Contract administrator, Direct payment from the plan | $41,300 |
| Slc Management | Investment management, Direct payment from the plan | $40,783 |
| Principal | Trustee (institutional), Direct payment from the plan, Investment management fees (direct) | $18,388 |
| Smith Leonard Pllc | Accounting, Direct payment from the plan | $11,000 |