AUMdb

Glasgow, Inc. Pension Plan

Sponsored by Glasgow, Inc. · EIN 231386976 · Plan #001

Total assets
$27.8M
Net assets
$27.8M
Active participants
71
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
Polen Capital Management, Llc CRD 106093 deterministic · 100% 2024
Gqg Partners Llc CRD 283720 deterministic · 100% 2024
Putnam Investment Management, Llc CRD 106629 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Glenmede Trust Co. Investment management, Direct payment from the plan, Investment management fees (direct) $162,567
Polen Capital Management Investment advisory (plan), Investment management, Direct payment from the plan $15,653
London Company Investment advisory (plan), Investment management, Direct payment from the plan $8,850
Eastern Shore Capital Management Investment advisory (plan), Investment management, Direct payment from the plan $7,998
Gqg Partners Llc Investment advisory (plan), Investment management, Direct payment from the plan $6,441
Putnam Investments Investment advisory (plan), Investment management, Direct payment from the plan $6,188
Parametric Investment advisory (plan), Investment management, Direct payment from the plan $5,868