AUMdb

Resilient Floor Covering Pension Fund

Sponsored by Bot Of Resilient Floor Covering Pension Fund · EIN 946284071 · Plan #001

Total assets
$418M
Net assets
$417M
Active participants
1,220
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
Sierra Investment Partners, Inc. CRD 110954 deterministic · 100% 2024
Washington Capital Management Inc CRD 105253 deterministic · 100% 2024
Asb Capital Management Llc CRD 110995 deterministic · 100% 2024
Hudson Edge Investment Partners, Inc. CRD 104870 deterministic · 100% 2024
Sage Advisory Services Ltd Co CRD 106236 deterministic · 100% 2024
Loomis, Sayles & Company, L.P. CRD 105377 fuzzy_auto · 93% 2024
Firva Capital Management Llc CRD 147143 fuzzy_auto · 98% 2024
Chartwell Investments Ii, Llc CRD 160554 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Health Services & Benefit Administr Contract administrator, Recordkeeping, Direct payment from the plan $443,519
Bny Mellon Custodial (securities), Direct payment from the plan $412,617
Withumsmith+Brown, Pc Accounting, Direct payment from the plan $388,997
Sierra Investment Partners, Inc. Investment management, Investment management fees (direct) $374,368
Washington Capital Management, Inc. Investment management, Investment management fees (direct) $284,873
Kraw Law Group Legal, Direct payment from the plan $197,007
Graystone Consulting Investment advisory (plan), Named fiduciary, Direct payment from the plan $139,118
The Segal Company Actuarial, Consulting (pension), Direct payment from the plan $126,917
Asb Capital Management, Llc Investment management, Investment management fees (direct) $125,361
Saltzman & Johnson Law Corp Legal, Direct payment from the plan $119,024
Hudson Edge Investment Partners Inc Investment management, Investment management fees (direct) $114,488
Sage Advisory Services, Ltd Co Investment management, Investment management fees (direct) $84,906
Loomis, Sayles & Co, Lp Investment management, Investment management fees (direct) $80,554
Fiera Capital Management Investment management, Investment management fees (direct) $40,749
Legal & General Investment management, Investment management fees (direct) $24,263
Christensen, James & Martin Attorne Legal, Direct payment from the plan $23,274
Road Runner Other services, Direct payment from the plan $12,838
Chartwell Investment Investment management, Investment management fees (direct) $10,931