Los Angeles Hotel Restaurant Employer Union Retirement Fund
Sponsored by Board Of Trustees, Los Angeles Hotel Restaurant · EIN 956098404 · Plan #001
- Total assets
- $422M
- Net assets
- $421M
- Active participants
- 13,911
- 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 |
|---|---|---|
| Benefit Programs Administration | Plan administrator | $1,020,304 |
| Morgan Stanley Investment Mgmt | Investment management fees (direct) | $228,364 |
| Segal Marco Advisors | Investment advisory (plan) | $141,020 |
| Milliman U.S.A. | Actuarial | $109,660 |
| Bush Gottlieb | Legal | $79,619 |
| Us Bank National Association | Trustee (institutional) | $74,009 |
| Wellington Management Co. | Investment management fees (direct) | $54,154 |
| Henningfield & Associates, Inc. | Accounting | $49,284 |
| Miller Kaplan Arase Llp | Accounting | $31,200 |