Felra & Ufcw Pension Plan
Sponsored by Board Of Trustees, Felra & Ufcw Pension · EIN 526128473 · Plan #001 · Sparks, MD
- Total assets
- $1.4B
- Net assets
- $1.4B
- Active participants
- 0
- 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 |
|---|---|---|
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Associated Administrators, Llc | Contract administrator, Direct payment from the plan | $3,246,331 |
| Loomis Sayles & Company, Lp | Investment management, Investment management fees (direct) | $927,818 |
| Investment Performance Services | Investment advisory (plan), Direct payment from the plan | $286,008 |
| Cheiron, Inc. | Direct payment from the plan | $227,646 |
| Slevin & Hart | Direct payment from the plan | $202,424 |
| Pnc | Float revenue, Soft dollars commissions | $202,220 |
| Segall, Bryant & Hamill | Investment management, Investment management fees (direct) | $142,807 |
| Chartwell Investment Partners | Investment management, Investment management fees (direct) | $127,700 |
| Intercontinental Real Estate Corp. | Investment management, Investment management fees (direct) | $111,944 |
| Ryan Alm, Inc. | Investment advisory (plan), Investment management fees (direct) | $50,000 |
| Groom Law Group | Legal, Direct payment from the plan | $46,518 |
| Comerica | Investment management, Investment management fees (direct) | $45,227 |
| Segal Select Insurance Services | Insurance agents and brokers, Insurance brokerage commissions | $0 |