Secura Employees' Pension Plan
Sponsored by Secura Insurance, A Mutual Company · EIN 390355180 · Plan #001
- Total assets
- $90.6M
- Net assets
- $90.5M
- Active participants
- 139
- 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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Palisade Capital Management, Lp CRD 104581 | deterministic · 100% | 2024 |
| Sawgrass Asset Management Llc CRD 108831 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mccready And Keene, Inc. | Investment advisory (plan), Investment management fees (direct) | $103,843 |
| Capfinancial Partners, Llc | Investment advisory (plan), Investment management fees (direct) | $61,540 |
| Principal Financial Group Inc | Recordkeeping, Investment advisory (plan), Direct payment from the plan | $59,406 |
| Palisade Capital Management Llc | Investment advisory (plan), Investment management fees (direct) | $46,033 |
| Sawgrass Asset Managment Llc | Investment advisory (plan), Investment management fees (direct) | $40,082 |
| Mondrian Investment Group | Investment advisory (plan), Investment management fees (direct) | $17,893 |
| Clifton Larson Allen Llp | Accounting, Direct payment from the plan | $13,125 |