South Florida Electrical Workers Pension Plan
Sponsored by Trustees Of South Florida Electrical Workers Pension Plan · EIN 596230530 · Plan #001
- Total assets
- $148M
- Net assets
- $148M
- Active participants
- 759
- 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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
| Seizert Capital Partners, Llc CRD 108954 | deterministic · 100% | 2024 |
| Great Lakes Advisors, Llc CRD 110757 | deterministic · 100% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $195,456 |
| Alan Eichenbaum | Legal, Direct payment from the plan | $180,000 |
| Southwest Service Administrators | Plan administrator, Recordkeeping, Direct payment from the plan | $143,438 |
| Bellows Associates, P.A. | Accounting, Direct payment from the plan | $81,767 |
| Boyd Watterson Asset Management | Investment management, Investment management fees (direct) | $77,428 |
| Seizert Capital Partners | Investment management, Investment management fees (direct), Investment management fees (indirect) | $40,227 |
| Pnc | Custodial (securities), Direct payment from the plan, Soft dollars commissions | $32,136 |
| Great Lakes Advisors | Investment management, Investment management fees (direct), Soft dollars commissions | $30,304 |
| The Segal Company | Actuarial, Direct payment from the plan | $30,186 |
| Chevy Chase Trust Company | Investment management, Investment management fees (direct), Investment management fees (indirect) | $27,051 |
| United Members Insurance, Inc. | Insurance agents and brokers, Insurance brokerage commissions | $25,130 |
| Bahl & Gaynor Investment Council | Investment management, Investment management fees (direct), Investment management fees (indirect) | $20,776 |
| The Bank Of New York Mellon | Investment management, Investment management fees (direct), Soft dollars commissions | $13,058 |