Uiu Newspaper Guild Of Greater Philadelphia Pension Fund
Sponsored by Uiu Newspaper Guild Of Greater Philadelphia Pension Fund · EIN 236405043 · Plan #001
- Total assets
- $335M
- Net assets
- $334M
- Active participants
- 35
- 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 |
|---|---|---|
| Walter Scott & Partners Limited CRD 112161 | fuzzy_auto · 93% | 2024 |
| Fred Alger Management, Llc CRD 106750 | deterministic · 100% | 2024 |
| Mount Vernon Associates Inc CRD 107099 | deterministic · 100% | 2024 |
| Lord, Abbett & Co. Llc CRD 110391 | fuzzy_auto · 95% | 2024 |
| Atalanta Sosnoff Capital, Llc CRD 104880 | deterministic · 100% | 2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
| Insight North America Llc CRD 145995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Insight Investment | Investment management, Investment management fees (direct) | $180,145 |
| Atalanta Sosnoff Capital Llc | Investment management, Investment management fees (direct) | $175,179 |
| Rbc Wealth Management | Consulting (pension), Consulting fees, Direct payment from the plan | $140,000 |
| Pnc Bank Na | Claims processing, Custodial (securities), Distribution (12b-1) fees | $137,807 |
| Benefit Processing Inc | Contract administrator, Direct payment from the plan | $125,799 |
| Bolton Partners Northeast Inc | Actuarial, Direct payment from the plan | $89,500 |
| Fred Alger Management Inc | Investment management, Investment management fees (direct), Soft dollars commissions | $81,815 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $78,927 |
| Boston Partners | Investment management, Investment management fees (direct) | $69,480 |
| United Independent Union | Plan administrator, Direct payment from the plan | $67,864 |
| Mount Vernon Associates | Investment management, Investment management fees (direct) | $47,670 |
| Walter Scott & Partners | Investment management, Investment management fees (direct) | $45,581 |
| Baratz & Associates, P.A. | Accounting, Direct payment from the plan | $42,750 |
| Markowitz & Richman | Legal, Direct payment from the plan | $32,823 |
| Gamco Investors | Investment management, Investment management fees (direct) | $14,573 |
| Spear Wilderman, P.C. | Legal, Direct payment from the plan | $11,462 |
| Lord Abbett & Co | Investment management, Investment management fees (direct) | $8,800 |