AUMdb

Pg Publishing Company Merged Union Pension Plan

Sponsored by Pg Publishing Company · EIN 940692700 · Plan #009

Total assets
$51.6M
Net assets
$51.6M
Active participants
54
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Xpyria Investment Advisors, Inc. Investment management $133,900
Acrisure Actuarial $28,707
Cozen O'connor Legal $12,472
Charles Schwab Trust Bank Trustee (institutional), Custodial (securities) $0
Charles Schwab & Co., Inc. Shareholder servicing fees $0