Actors' Equity Association Staff Pension Plan
Sponsored by Actors' Equity Association · EIN 130413995 · Plan #001
- Total assets
- $48.8M
- Net assets
- $48.7M
- Active participants
- 137
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Invesco Canada Ltd. CRD 126572 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Income Research & Management | Recordkeeping, Investment advisory (plan), Investment management | $44,393 |
| American Core Realty | Recordkeeping, Investment advisory (plan), Investment management | $38,724 |
| Ullico Investment Advisors, Inc. | Recordkeeping, Investment advisory (plan), Investment management | $31,584 |
| The Segal Company | Actuarial | $27,500 |
| Weaver | Accounting | $21,600 |
| Adp, Inc | Other services | $13,020 |
| Invesco | Recordkeeping, Investment advisory (plan), Investment management | $6,169 |