AUMdb

National Production Workers Union Severance Trust Fund

Sponsored by Trustees Of National Production Workers Union Severance Trust Fund · EIN 362872107 · Plan #011

Total assets
$9.6M
Net assets
$8.5M
Active participants
186
With balances
9,002

Plan year beginning 01/01/2024 · Money purchase

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Great Lakes Advisors, Llc CRD 110757 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mayer Brown Llp Legal $645,416
Jeffrey W Krol & Associates, Ltd. Accounting $125,812
James Meltreger Employee (plan) $110,607
Vincent Senese Employee (plan) $91,772
Thomas Paravola Legal $66,775
Jeffrey Pierucci Employee (plan) $56,392
Fgmk, Llc Accounting $56,174
Great Lakes Advisors, Llc Investment management $41,783
Tammy Henrichs Employee (plan) $39,757
Principal Financial Group Custodial (securities) $8,612
Click2 Mail Other services $7,820
Laner Muchin, Ltd. Trustee (individual) $5,000
Shawn Ford Trustee (individual) $5,000