AUMdb

Mcwane Pension Plan For Salaried Employees

Sponsored by Mcwane, Inc. · EIN 630139000 · Plan #035 · Birmingham, AL

Total assets
$211M
Net assets
$210M
Active participants
98
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
Pacific Investment Management Company Llc CRD 104559 deterministic · 100% 2024
Highland Associates Inc CRD 104948 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Pacific Investment Management Co Investment management, Investment management fees (indirect) $376,356
Pbgc Insurance services, Other insurance fees and expenses $216,544
Highland Associates, Inc Investment management, Investment management fees (indirect) $154,262
Principal Financial Group Insurance services, Other insurance fees and expenses $137,937
Harbert Mezzanine Partners Iii Investment management, Investment management fees (indirect) $52,686
Isbell Timber Service, Llc Valuation, Investment management fees (direct), Other commissions $51,569
Warren Averett, Llc Accounting $25,000
Franklin County Revenue Other fees $6,481
Winston County Revenue Other fees $6,416