AUMdb

Directors Guild Of America Producer Pension Plan Basic Benefit Plan

Sponsored by Board Of Trustees, Directors Guild Of America · EIN 952892780 · Plan #001

Total assets
$2.5B
Net assets
$2.5B
Active participants
7,905
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
Shenkman Capital Management, Inc. CRD 112192 deterministic · 100% 2024
Bfsg, Llc CRD 143617 deterministic · 100% 2024
J.P. Morgan Investment Management Inc. CRD 107038 deterministic · 100% 2024
Cambridge Associates, Llc CRD 104942 deterministic · 100% 2024
Burgundy Asset Management Ltd. CRD 114317 deterministic · 100% 2024
Blackrock Financial Management, Inc CRD 107105 deterministic · 100% 2024
Western Asset Management Company, Llc CRD 110441 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
J.P. Morgan Investment Management Investment advisory (plan), Investment management $623,569
Nigro Karlin Segal & Feldstein, Llp Accounting $502,640
Blackrock Financial Management Inc Investment management, Direct payment from the plan, Investment management fees (direct) $484,708
Cambridge Associates, Llc Investment advisory (plan), Consulting fees $446,500
Burgundy Asset Management Ltd. Investment management, Direct payment from the plan, Investment management fees (direct) $419,050
Employee Id 639 Employee (plan) $367,812
Mfs Heritage Trust Company Investment management $345,079
State Street Bank & Trust Custodial (securities) $331,099
Employee Id 115 Employee (plan) $296,660
Western Asset Management Company Investment management $257,495
Segal Select Insurance Services Inc Insurance brokerage commissions $232,411
Seyfarth Shaw Llp Legal $222,078
Employee Id 672 Employee (plan) $186,803
Nwps Actuarial $161,122
Employee Id 200 Employee (plan) $130,916
Miller Kaplan Arase Llp Accounting, Direct payment from the plan $116,150
State Street Global Advisors Trust Custodial (other), Custodial (securities), Investment management fees (direct) $114,556
Employee Id 296 Employee (plan) $114,411
Employee Id 548 Employee (plan) $113,681
Shenkman Capital Management Inc Investment management $103,223
Employee Id 120 Employee (plan) $92,508
Employee Id 661 Employee (plan) $91,423
Employee Id 437 Employee (plan) $91,054
Agio Inc Other services $77,754
Employee Id 114 Employee (plan) $73,263
Employee Id 626 Employee (plan) $67,013
Employee Id 447 Employee (plan) $66,392
Milliman Inc Actuarial $62,634
Employee Id 434 Employee (plan) $61,473
Employee Id 663 Employee (plan) $61,443
Employee Id 585 Employee (plan) $57,584
Employee Id 469 Employee (plan) $54,931
Employee Id 659 Employee (plan) $53,983
Employee Id 644 Employee (plan) $52,815
Employee Id 246 Employee (plan) $52,766
Wells Fargo Bank, N.A. Account maintenance fees $51,858
Employee Id 387 Employee (plan) $51,775
Bush Gottlieb, A Law Corporation Legal $51,304
Employee Id 207 Employee (plan) $49,155
Employee Id 210 Employee (plan) $48,904
Employee Id 485 Employee (plan) $45,550
Employee Id 233 Employee (plan) $44,108
Employee Id 316 Employee (plan) $43,190
Employee Id 373 Employee (plan) $43,142
Employee Id 163 Employee (plan) $41,346
Employee Id 256 Employee (plan) $40,465
Employee Id 396 Employee (plan) $39,815
Iappsys Inc. Consulting (general) $39,167
Employee Id 131 Employee (plan) $39,028
Employee Id 374 Employee (plan) $38,416
Employee Id 528 Employee (plan) $36,747
Employee Id 526 Employee (plan) $36,683
Employee Id 647 Employee (plan) $36,666
Employee Id 466 Employee (plan) $35,748
Employee Id 353 Employee (plan) $35,562
Employee Id 649 Employee (plan) $35,368
Employee Id 389 Employee (plan) $35,297
Employee Id 619 Employee (plan) $35,037
Employee Id 456 Employee (plan) $34,327
Employee Id 382 Employee (plan) $34,308
Employee Id 480 Employee (plan) $33,892
Employee Id 657 Employee (plan) $33,557
Employee Id 223 Employee (plan) $31,475
Employee Id 269 Employee (plan) $30,482
Employee Id 390 Employee (plan) $30,105
Employee Id 488 Employee (plan) $29,906
Employee Id 636 Employee (plan) $29,624
Employee Id 310 Employee (plan) $28,510
Employee Id 630 Employee (plan) $28,445
Employee Id 667 Employee (plan) $28,340
Employee Id 479 Employee (plan) $27,369
Employee Id 224 Employee (plan) $26,718
Employee Id 388 Employee (plan) $26,378
Employee Id 634 Employee (plan) $26,067
Employee Id 487 Employee (plan) $25,382
Greenberg Glusker Fields Claman Legal $23,170
Sentinel Insurance Company, Ltd Insurance services $9,584
Bfsg Llc Investment advisory (participants), Investment advisory (plan) $8,146
Rossmore Property & Casualty Insur Insurance agents and brokers, Insurance brokerage commissions $6,796
Altius It Inc Other services $6,317
Blackrock Institutional Trust Compa Trustee (institutional), Trustee (discretionary), Investment management $5,557
Jackson Lewis P.C. Legal $5,315