The Dierbergs Market, Inc And Local 655 Variable Annuity Plan
Sponsored by Board Of Trustees Of The Dierbergs Local 655 Variable Annuity Plan · EIN 872735209 · Plan #001
- Total assets
- $10.7M
- Net assets
- $10.5M
- Active participants
- 1,602
- 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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Advisors, Inc. | Contract administrator | $99,240 |
| Reinhart Borner Van Deuren S.C. | Legal | $37,803 |
| The Segal Company (Midwest), Inc. | Actuarial | $35,735 |
| Segal Marco Advisors | Investment advisory (plan) | $23,333 |
| Segal Select Insurance | Insurance services | $18,000 |
| Rubinbrown, Llp | Accounting | $14,300 |
| St. Louis Presort, Inc. | $11,831 | |
| Hammond And Shinners, P.C. | Legal | $7,601 |
| Intercontinental Real Estate Corpor | Investment management fees (direct) | $5,541 |