Afl Cio Staff Retirement Plan
Sponsored by Afl Cio Staff Retirement Plan Congress Of Industrial Organizations · EIN 530228172 · Plan #001
- Total assets
- $776M
- Net assets
- $775M
- Active participants
- 1,182
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Dana Investment Advisors Inc CRD 105879 | deterministic · 100% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Segal Group | Actuarial, Consulting (general) | $897,861 |
| Ullico Investment Advisors Inc. | Investment management, Investment management fees (direct), Soft dollars commissions | $678,618 |
| Zenith American Solutions | Contract administrator, Direct payment from the plan | $337,153 |
| Dana Investment Advisors, Inc | Investment management, Investment management fees (direct), Soft dollars commissions | $333,861 |
| O'donoghue & O'donoghue | Legal | $169,272 |
| Calibre Cpa Group Llc | Accounting | $81,039 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $73,510 |
| Amalgamated Bank Of Chicago | Consulting (pension), Investment management fees (indirect) | $47,809 |
| Bny Mellon | Investment management fees (direct), Investment management fees (indirect) | $23,423 |
| Invesco Trust Company | Investment management, Soft dollars commissions | $18,977 |
| Afl Cio Secretary Treasurer | Accounting, Plan administrator, Recordkeeping | $6,313 |