Central Ohio Ufcw Unions And Retail Employers Pension Plan
Sponsored by Board Of Trustees Of The Central Ohio Ufcw Unions And Employers Pensio · EIN 316089169 · Plan #001
- Total assets
- $57.0M
- Net assets
- $56.9M
- Active participants
- 1,291
- 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 |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Heartland Benefit Plan Administrato | Plan administrator, Direct payment from the plan | $182,032 |
| Sikich Cpa Llc | Accounting, Direct payment from the plan | $117,468 |
| Reinhart, Boerner, Van Deuren S.C. | Legal, Direct payment from the plan | $63,770 |
| Milliman, Inc. | Actuarial, Direct payment from the plan | $62,563 |
| Marquette Associates, Inc. | Investment advisory (plan), Direct payment from the plan | $40,000 |
| Fifth Third Bank Retirement Service | Accounting, Other services, Direct payment from the plan | $39,183 |
| Segal Select Insurance Services, In | Insurance agents and brokers, Insurance brokerage commissions | $22,227 |