Young Brothers, Limited Pension Plan
Sponsored by Young Brothers, Llc · EIN 990105204 · Plan #004
- Total assets
- $82.8M
- Net assets
- $82.8M
- Active participants
- 206
- 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 |
|---|---|---|
| Towers Watson Investment Services, Inc. CRD 110473 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Towers Watson Investment Svcs, Inc. | Investment management, Direct payment from the plan | $139,418 |
| Willis Towers Watson Us Llc | Actuarial, Consulting (pension), Direct payment from the plan | $120,854 |
| Usi Consulting Group, Inc. | Plan administrator, Recordkeeping, Direct payment from the plan | $40,356 |
| Bank Of New York Mellon | Trustee (institutional), Direct payment from the plan, Shareholder servicing fees | $24,992 |
| Blackrock Institutional Trst Co Na | Trustee (institutional), Trustee (discretionary), Investment management | $11,955 |
| Hagen Kurth Perman Co.,P.S. | Accounting, Direct payment from the plan | $5,000 |