So. Ca, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan
Sponsored by Board Of Trustees, California, Arizona, Colorado, And · EIN 516030005 · Plan #001
- Total assets
- $321M
- Net assets
- $312M
- Active participants
- 30
- 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 |
|---|---|---|
| Invesco Canada Ltd. CRD 126572 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Horizon Actuarial Services | Actuarial, Direct payment from the plan | $164,520 |
| Pacific Southwest Administrators | Claims processing, Contract administrator, Copying and duplicating | $138,402 |
| Verus Advisory, Inc | Investment advisory (plan), Direct payment from the plan | $80,000 |
| Seyfarth, Shaw, Llp | Legal, Direct payment from the plan | $77,781 |
| Invesco | Investment management, Direct payment from the plan | $39,182 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $33,705 |
| Wohlner, Kaplon, Cutler, Et Al | Legal, Direct payment from the plan | $21,567 |
| U.S. Bank, Na | Trustee (institutional), Direct payment from the plan | $15,046 |