Walbro Llc Uaw Local No. 9699 Pension Plan
Sponsored by Walbro Llc · EIN 382968944 · Plan #002
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 23
- 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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Inv Instl Ops | Actuarial, Contract administrator, Consulting (pension) | $52,224 |
| Milliman, Inc. | Actuarial, Consulting (pension), Direct payment from the plan | $36,650 |
| Bober Markey Fedorovich | Accounting, Direct payment from the plan | $21,500 |
| Fidelity Institutional Asset Mgt | Investment advisory (plan), Direct payment from the plan | $18,987 |
| Sageview Advisory Group, Llc | Investment advisory (plan), Direct payment from the plan | $6,250 |
| Comerica | Custodial (securities), Trustee (institutional), Investment management | $2,368 |