Siu Rivers Pension Trust
Sponsored by Siu Rivers Pension Trust C/O Zenith American Solutions · EIN 436164058 · Plan #001
- Total assets
- $69.4M
- Net assets
- $69.4M
- Active participants
- 51
- 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 |
|---|---|---|
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Goldstein And Price, L.C. | Legal, Direct payment from the plan | $84,988 |
| Zenith American Solutions | Plan administrator, Recordkeeping, Direct payment from the plan | $69,354 |
| The Segal Company | Actuarial | $65,194 |
| M. J. Mintz, P.C. | Legal, Direct payment from the plan | $62,265 |
| Quan Vest Consultants | Direct payment from the plan, Consulting fees | $43,484 |
| Prudential Trust Co. | Investment management, Direct payment from the plan | $41,328 |
| Loomis, Sayles & Co | Investment management, Investment management fees (direct) | $36,927 |
| Prudential Insurance Co | Investment management, Investment management fees (direct), Investment management fees (indirect) | $34,265 |
| Weaver And Tidwell, L.L.P. | Accounting, Direct payment from the plan | $18,424 |