U.A. Local No. 393 Defined Benefit Pension Plan
Sponsored by Board Of Trustees Of The U.A. Local No. 393 Defined Benefit Pension · EIN 946359772 · Plan #002
- Total assets
- $1.0B
- Net assets
- $1.0B
- Active participants
- 1,962
- 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 |
|---|---|---|
| Polen Capital Management, Llc CRD 106093 | deterministic · 100% | 2024 |
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Polen Capital Management Llc | Investment management, Investment management fees (direct) | $1,319,025 |
| Columbia Management | Investment management, Investment management fees (direct) | $964,910 |
| Nwq Investments | Investment management, Investment management fees (direct) | $918,148 |
| Raymond James Financial, Inc | Investment management, Investment management fees (direct) | $368,791 |
| Benesys Administrators | Contract administrator, Direct payment from the plan | $353,811 |
| Suzanne Needham | Employee (plan), Direct payment from the plan | $152,673 |
| Northwestern Plan Services | Actuarial, Direct payment from the plan | $143,745 |
| Withumsmith+Brown Pc | Accounting, Direct payment from the plan | $139,379 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Direct payment from the plan | $135,205 |
| Kraw Law Group | Legal, Direct payment from the plan | $88,216 |
| Smart Source Llc | Copying and duplicating, Direct payment from the plan | $38,277 |
| Saltzman & Johnson Law Group | Legal, Direct payment from the plan | $35,103 |
| New York Life | Insurance services, Direct payment from the plan | $15,768 |
| Eide Bailly Llp | Accounting, Direct payment from the plan | $9,682 |
| Marsh & Mclennan Agency Llc | Insurance agents and brokers, Insurance brokerage commissions | $0 |