Union Mutual Fund Pension Plan
Sponsored by Board Of Trustees Of Union Mutual Fund Pension Plan · EIN 226073058 · Plan #001 · New York, NY
- Total assets
- $64.3M
- Net assets
- $64.3M
- Active participants
- 1,027
- 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 |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Savasta And Company | Contract administrator, Direct payment from the plan | $151,338 |
| Friedman And Anspach | Legal, Direct payment from the plan | $116,096 |
| Weaver And Tidwell, Llp | Accounting, Direct payment from the plan | $51,148 |
| Investment Performance Services Llc | Investment advisory (plan), Direct payment from the plan | $35,000 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $30,676 |
| Summit Actuarial Services, Llc | Actuarial, Direct payment from the plan | $28,000 |
| Segall Bryant & Hamill, Llc | Investment management, Investment management fees (direct) | $23,750 |
| Wilmington Trust, Na | Custodial (securities), Direct payment from the plan | $18,091 |
| C.S. Mckee, Lp | Investment management, Investment management fees (direct) | $15,181 |
| Charlie Hall, Sr. | Trustee (individual), Direct payment from the plan | $8,500 |