Smart & Final Pension Plan
Sponsored by Smart & Final Pension Plan · EIN 954079584 · Plan #002 · Commerce, CA
- Total assets
- $169M
- Net assets
- $169M
- Active participants
- 820
- 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 |
|---|---|---|
| Metropolitan West Asset Management Llc CRD 104571 | fuzzy_auto · 96% | 2024 |
| Earnest Partners Llc CRD 107926 | deterministic · 100% | 2024 |
| Blackrock Investment Management, Llc CRD 108928 | deterministic · 100% | 2024 |
| Cove Street Capital, Llc CRD 156260 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Curcio Webb, Llc | Actuarial, Direct payment from the plan | $464,570 |
| Blackrock Investment Management Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $234,964 |
| Earnest Partners, Llc | Investment management, Investment management fees (direct), Securities brokerage | $170,634 |
| Principal Bank | Accounting, Custodial (securities), Trustee (institutional) | $118,855 |
| Cove Street Capital, Llc | Investment management, Investment management fees (direct) | $87,554 |
| Metropolitan West Asset Mgmt, Llc | Investment management, Investment management fees (direct) | $62,640 |
| Baker Tilly, Us Llp | Accounting, Direct payment from the plan | $14,250 |