Ufcw Local One Pension Fund
Sponsored by Brd Of Ttees Ufcw Local One Pension Fund · EIN 166144007 · Plan #001
- Total assets
- $968M
- Net assets
- $967M
- Active participants
- 193
- 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 |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Fred Alger Management, Llc CRD 106750 | deterministic · 100% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Victory Capital Management Inc. CRD 106189 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Loomis Sayles | Investment management, Investment management fees (direct) | $893,456 |
| Northern Trust Company | Custodial (securities), Direct payment from the plan | $312,992 |
| Investment Performance Services | Investment advisory (plan), Direct payment from the plan | $173,750 |
| Fred Alger Management | Investment management, Investment management fees (direct) | $156,729 |
| Slevin & Hart, Pc | Legal, Direct payment from the plan | $147,231 |
| Cheiron | Actuarial, Direct payment from the plan | $132,908 |
| Zachary Gehan | Employee (plan), Direct payment from the plan | $95,515 |
| Hgk Asset Management/Hudson Edge | Investment management, Investment management fees (direct) | $88,335 |
| Foundry Partners, Llc | Investment management, Investment management fees (direct) | $84,914 |
| Kristin Owen | Employee (plan), Direct payment from the plan | $73,528 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $68,021 |
| Chartwell Investment Partners | Investment management, Investment management fees (direct) | $67,923 |
| Victory Capital Management, Inc. | Investment management, Investment management fees (direct) | $64,734 |
| Kelley Mclaughlin | Employee (plan), Direct payment from the plan | $41,339 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $34,000 |
| Segall Bryant & Hamill | Investment management, Investment management fees (direct) | $27,893 |
| Joseph Panuccio | Employee (plan), Direct payment from the plan | $26,695 |
| Lauren Testa | Employee (plan), Direct payment from the plan | $26,667 |
| Regina Heiland | Employee (plan), Direct payment from the plan | $25,364 |
| Brian Freeman | Employee (plan), Direct payment from the plan | $23,560 |
| Peter Decarlo Cpa Pllc | Accounting, Direct payment from the plan | $23,025 |
| Michael Ciancaglini | Employee (plan), Direct payment from the plan | $16,463 |
| Bondartech | Recordkeeping, Direct payment from the plan | $13,837 |
| Michael Bull | Trustee (individual), Direct payment from the plan | $12,000 |
| Charlene Broccoli | Employee (plan), Direct payment from the plan | $11,241 |
| Elizabeth Burke | Employee (plan), Direct payment from the plan | $11,043 |
| Naviant | Recordkeeping, Direct payment from the plan | $11,042 |
| Emilia D'ambro | Employee (plan), Direct payment from the plan | $9,244 |