San Francisco Lithographers Pension Trust
Sponsored by Board Of Trustees, San Francisco Lithographers · EIN 946052228 · Plan #001
- Total assets
- $119M
- Net assets
- $119M
- Active participants
- 37
- 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Sage Advisory Services Ltd Co CRD 106236 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions | Contract administrator, Direct payment from the plan | $202,377 |
| Sage Advisory Services | Investment advisory (plan), Direct payment from the plan | $114,507 |
| The Segal Company | Actuarial, Direct payment from the plan, Insurance agents and brokers | $114,281 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $50,000 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $42,300 |
| Saltzman & Johnson | Legal, Direct payment from the plan | $41,618 |
| Us Bank National Association | Soft dollars commissions, Custodial (securities), Direct payment from the plan | $11,789 |
| Weinberg, Roger & Rosenfeld | Legal, Direct payment from the plan | $10,800 |
| City National Bank | Other fees, Direct payment from the plan | $8,222 |