The Shield Institute Pension Plan For Members Of The District Council 1707 Bargaining Unit
Sponsored by Shield Of David, Inc. · EIN 131740041 · Plan #004
- Total assets
- $2.1M
- Net assets
- $2.1M
- Active participants
- 136
- With balances
- 241
Plan year beginning 07/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Silvercrest Asset Management Group Llc CRD 118333 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Silvercrest Asset Management Group | Investment advisory (plan), Investment management, Direct payment from the plan | $15,347 |
| Comerica Bank | Contract administrator, Direct payment from the plan | $3,698 |