Unite Here! Local 54 Severance Fund
Sponsored by Jt. Bd. Of Trustees Of The Unite Here! Local 54 · EIN 222431399 · Plan #001
- Total assets
- $41.0M
- Net assets
- $40.6M
- Active participants
- 6,904
- With balances
- 9,882
Plan year beginning 01/01/2024 · Money purchase
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 | fuzzy_auto · 95% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | deterministic · 100% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | 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 |
|---|---|---|
| Frank M. Vaccaro & Associates | Contract administrator, Direct payment from the plan | $286,054 |
| Investment Peformance Services | Investment advisory (plan), Investment management fees (direct) | $60,000 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $58,133 |
| Hardman Johnston Global Advisors | Investment management, Investment management fees (direct) | $38,780 |
| Cleary,Josem & Trigiani Llp | Legal, Direct payment from the plan | $30,844 |
| Law Offices Of Brian Sullivan | Legal, Direct payment from the plan | $30,000 |
| Chevy Chase Trust Company | Trustee (individual), Trustee (institutional), Investment management | $29,042 |
| Sierra Investment Partners Inc | Investment management, Investment management fees (direct) | $25,082 |
| Washington Capital Management, Inc. | Investment management, Direct payment from the plan | $21,556 |
| Intercontinental Real Estate Corp | Investment management, Investment management fees (direct) | $19,704 |
| Segall Bryant & Hamill | Investment management, Investment management fees (direct) | $19,158 |
| Bank Of America, Na | Custodial (securities), Direct payment from the plan | $16,884 |