Ctdu Pension Fund
Sponsored by Ctdu Pension Fund · EIN 366598153 · Plan #001
- Total assets
- $29.9M
- Net assets
- $29.8M
- Active participants
- 81
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Capital Investment Advisors Inc CRD 107772 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Segal Company | Actuarial | $101,342 |
| Linda Fenner | Employee (plan), Direct payment from the plan | $93,462 |
| Union Insurance Group | Insurance agents and brokers | $84,987 |
| National Investment Services | Investment management fees (direct) | $62,317 |
| Sharie Saragosa | Employee (plan), Direct payment from the plan | $52,850 |
| Strategic Capital Investment Advsrs | Investment advisory (plan) | $40,000 |
| Kayla Henessey | Employee (plan), Direct payment from the plan | $34,953 |
| Lisa Ramirez | Employee (plan), Direct payment from the plan | $31,435 |
| Dawn Mckendrick | Employee (plan), Direct payment from the plan | $31,435 |
| Legacy Professionals, Llp | Accounting, Recordkeeping | $27,649 |
| Unique Computing Solutions | Consulting (general) | $25,042 |
| Northern Trust Company | Investment management, Investment management fees (indirect) | $8,735 |
| Willig, Williams & Davidson | Legal | $8,671 |
| Thomas Daly | Plan administrator | $6,751 |