Southwest Marine Pension Trust
Sponsored by Board Of Trustees, Southwest Marine Pension Trust · EIN 956123404 · Plan #001
- Total assets
- $53.7M
- Net assets
- $46.5M
- Active participants
- 99
- 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 |
|---|---|---|
| Vanguard Advisors | Investment management fees (direct), Investment management fees (indirect), Soft dollars commissions | $117,147 |
| Benefit Programs Administration | Plan administrator | $90,132 |
| Milliman | Actuarial, Consulting (pension) | $67,674 |
| Miller Kaplan Arase Llp | Accounting | $22,400 |
| Brownstein Rask | Legal | $15,225 |
| U.S. Bank Na | Custodial (securities) | $8,513 |