Western Glaziers Retirement Plan
Sponsored by Board Of Trustees Of Western Glaziers Retirement Plan · EIN 936074376 · Plan #001
- Total assets
- $216M
- Net assets
- $216M
- Active participants
- 388
- With balances
- 0
Plan year beginning 08/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Washington Capital Management, Inc. | Investment management, Investment management fees (direct) | $187,147 |
| Segal Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $86,488 |
| Cheiron, Inc. | Actuarial, Direct payment from the plan | $79,620 |
| Ullico Investment Advisors, Inc. | Investment management, Investment management fees (direct) | $78,650 |
| Us Bank National Association | Custodial (securities), Investment management, Direct payment from the plan | $48,550 |
| William C. Earhart Co., Inc. | Contract administrator, Copying and duplicating, Direct payment from the plan | $36,573 |
| Brownstein Rask, Llp | Legal, Direct payment from the plan | $34,400 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $34,320 |
| Metro Presort | Copying and duplicating, Direct payment from the plan | $14,545 |
| Bny Mellon | Investment management, Investment management fees (direct), Investment management fees (indirect) | $5,937 |