AUMdb

Ufcw Pharmacists, Clerks, And Drug Employer's Pension Trust

Sponsored by Ufcw Pharmacists, Clerks, And Drug Employer's Pension Trust · EIN 942518312 · Plan #001

Total assets
$186M
Net assets
$183M
Active participants
3,270
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
Ufcw Group Administration Llc Direct payment from the plan, Plan administrator $475,685
Eide Bailly Accounting, Direct payment from the plan $150,242
Rvk Inc. Investment advisory (plan), Investment management fees (direct) $88,950
Segal Company Actuarial, Direct payment from the plan $85,307
Northern Trust Direct payment from the plan, Custodial (securities) $69,742
Saltzman And Johnson Law Corp Legal, Direct payment from the plan $43,416
Ufcw Local 5 Direct payment from the plan, Other fees $12,313
Ufcw Local 8 Direct payment from the plan, Other fees $8,745