United Furniture Workers Pension Fund A
Sponsored by United Furniture Workers Pension Fund A · EIN 135511877 · Plan #001
- Total assets
- $252M
- Net assets
- $251M
- Active participants
- 703
- With balances
- 0
Plan year beginning 03/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cheiron Inc | Actuarial, Direct payment from the plan | $159,399 |
| Rogoff & Company P.C | Accounting, Direct payment from the plan | $142,784 |
| Gallagher Fiduciary Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $135,000 |
| Pierson Ferdinand | Legal, Direct payment from the plan | $64,406 |
| Trudy Schutt | Employee (plan) | $56,302 |
| Jeanie Eicher | Employee (plan) | $48,930 |
| Dee Anne Walker | Employee (plan) | $38,512 |
| Blackstone Alternative Asset Manage | Investment management fees (direct) | $32,706 |
| Jpmorgan Chase Bank, N.A | Trustee (discretionary), Investment management, Investment management fees (direct) | $31,773 |
| State Street Global Advisors | Investment management fees (direct), Custodial (securities), Custodial (other) | $25,742 |
| Lisa Fetzer | Employee (plan) | $20,768 |
| Frontage Technologies Solutions Inc | $15,397 | |
| Parametric Defensive Equity Fund Ll | Investment management fees (direct) | $13,954 |
| Zoe Simpson | Employee (plan) | $10,479 |
| Pkf O'connor Davis Advisory Llc | Consulting fees | $10,085 |
| First Horizon | Other fees | $10,053 |
| Hermesha Cunningham | Employee (plan) | $7,422 |
| Hamilton Lane | Investment management fees (direct) | $5,395 |
| Bicc Systems Inc | Other services, Direct payment from the plan | $5,373 |