AUMdb

Chicagoland Race Meet Operators And Local 134 I.B.E.W. Joint Pension Trust

Sponsored by Trustees Of Chicagoland Race Meet Operators And Local 134 Ibew Jt Pen · EIN 363825845 · Plan #001

Total assets
$25.9M
Net assets
$25.9M
Active participants
26
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
Ullico Investment Advisors, Inc. CRD 106628 deterministic · 100% 2024
Rreef America L.L.C. CRD 109596 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Cheiron Actuarial $72,263
Marquette Associates Investment advisory (plan) $70,000
American Data Centre, Inc. Contract administrator $60,000
Legacy Professionals Llp Accounting, Recordkeeping $30,102
Tom Paravola Legal $24,000
Ullico Investment Advisors Investment management, Investment management fees (direct), Soft dollars commissions $15,868
Johnson & Krol Legal $12,868
Rreef America Llc Investment management, Investment management fees (direct), Soft dollars commissions $6,343
Pbi Research Services Other services $6,240