Inland Pension Fund
Sponsored by Board Of Trustees Inland Pension Fund · EIN 136068885 · Plan #001
- Total assets
- $20.6M
- Net assets
- $20.6M
- Active participants
- 49
- With balances
- 0
Plan year beginning 06/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Agincourt Capital Management, Llc CRD 112096 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Patricia Depascale | Employee (plan), Direct payment from the plan | $80,343 |
| Slevin & Hart, Pc | Legal, Direct payment from the plan | $31,895 |
| First Actuarial Consulting Team | Actuarial, Direct payment from the plan | $31,833 |
| Mspc | Accounting, Direct payment from the plan | $31,694 |
| Segall, Bryant & Hamill | Investment management, Investment management fees (direct) | $22,014 |
| Selig Management, Inc. | Other services, Direct payment from the plan | $20,843 |
| Segal Advisors | Investment advisory (plan), Investment management fees (direct) | $17,547 |
| Agincourt Capital Management, Llc | Investment management, Investment management fees (direct) | $13,756 |
| Anthony Sidoti | Trustee (individual), Direct payment from the plan | $12,000 |
| Gerald Wesbecker | Trustee (individual), Direct payment from the plan | $12,000 |
| William Distelcamp | Trustee (individual), Employee (plan), Direct payment from the plan | $11,000 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct) | $5,604 |