Banquet Employees Unions Pension Trust Fund
Sponsored by Conagra Brands, Inc. · EIN 470248710 · Plan #004
- Total assets
- $195M
- Net assets
- $195M
- Active participants
- 973
- 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 |
|---|---|---|
| Westly Capital Management, Llc CRD 161882 | fuzzy_auto · 94% | 2024 |
| Intech Investment Management Llc CRD 119232 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jp Morgan Investment Management Inc | Investment advisory (plan), Investment management, Direct payment from the plan | $128,597 |
| Asset Consulting Group, Llc | Consulting (pension), Direct payment from the plan, Investment management fees (direct) | $123,648 |
| Wells Capital Management Inc. | Investment management, Investment management fees (direct), Soft dollars commissions | $102,694 |
| Intech Investment Management Llc | Investment management, Investment management fees (direct), Direct payment from the plan | $88,901 |
| Benefit Plan Administration Of Wi | Recordkeeping, Direct payment from the plan | $86,665 |
| The Previant Law Firm, S.C. | Legal, Direct payment from the plan | $79,793 |
| Zenith American Solutions, Inc. | Recordkeeping, Copying and duplicating, Participant communication | $78,517 |
| Buck Global, Llc | Actuarial, Consulting (pension), Direct payment from the plan | $73,046 |
| Sei Trust Company | Custodial (securities), Investment advisory (plan), Investment management | $45,008 |
| Us Bank Na | Recordkeeping, Custodial (securities), Investment advisory (plan) | $27,325 |
| Lutz & Company Pc | Accounting, Direct payment from the plan | $25,000 |
| State Street Global Advisors Trust | Recordkeeping, Custodial (securities), Investment management | $4,403 |