Afscme Employees Pension Plan
Sponsored by American Federation Of State, County And Municipal Employees · EIN 530237789 · Plan #001
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 1,741
- 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 |
|---|---|---|
| Newton Investment Management Ltd CRD 111208 | fuzzy_auto · 96% | 2024 |
| Mercer Investments Llc CRD 133449 | fuzzy_auto · 99% | 2024 |
| Rhumbline Advisers Ltd Partnership CRD 107151 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nisa | Investment management, Investment management fees (direct) | $1,135,827 |
| Afscme | Contract administrator, Direct payment from the plan | $583,379 |
| Mercer (Us) Llc | Actuarial, Direct payment from the plan | $482,687 |
| Newton Investment Management North | Investment management, Investment management fees (direct), Investment management fees (indirect) | $437,346 |
| State Street Bank & Trust Company | Custodial (securities), Trustee (directed), Other fees | $368,300 |
| Mercer Investment Llc | Investment advisory (plan), Direct payment from the plan | $121,364 |
| State Street Global Advisors | Custodial (securities), Investment management fees (direct) | $98,250 |
| Withumsmith+Brown Pc | Accounting, Direct payment from the plan | $77,426 |
| Pension Benefit Information, Llc | Other services, Direct payment from the plan | $60,000 |
| Rhumbline Advisors | Investment management, Investment management fees (direct) | $37,127 |
| Bredhoff & Kaiser Pllc | Legal, Direct payment from the plan | $26,800 |
| Institutional Shareholders Services | Consulting (general), Direct payment from the plan | $9,126 |