Soft Drink Industry Pension Fund
Sponsored by Trustees Of Soft Drink Industry Pension Fund · EIN 366051352 · Plan #001
- Total assets
- $107M
- Net assets
- $107M
- 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 |
|---|---|---|
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Strategic Capital Investment Advisors Inc CRD 107772 | fuzzy_auto · 99% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Union Bank & Trust | Custodial (securities) | $82,419 |
| National Investment Services | Investment management, Investment management fees (direct) | $72,825 |
| Strategic Capital Investment Adviso | Investment advisory (plan) | $70,000 |
| Prudential Insurance Company Of Ame | Investment management | $61,456 |
| The Segal Company | Actuarial, Consulting (pension) | $55,720 |
| M. Moore | Employee (plan) | $49,257 |
| B. Laino | Employee (plan) | $42,425 |
| C. Dymon | Employee (plan) | $33,606 |
| Washington Capital Management | Investment management | $20,432 |
| Calibre Cpa Group, Pllc | Accounting | $18,500 |
| Bridgeway Benefit Technologies | Direct payment from the plan | $18,240 |
| Pension Benefit Information, Llc | Other services | $14,389 |
| Willig, Williams & Davidson | Legal | $5,475 |