Southern California Lumber Industry Retirement Fund
Sponsored by Board Of Trustees, Southern California Lumber · EIN 956035266 · Plan #001
- Total assets
- $205M
- Net assets
- $205M
- Active participants
- 916
- 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 |
|---|---|---|
| Barrow, Hanley, Mewhinney & Strauss, Llc CRD 105519 | fuzzy_auto · 98% | 2024 |
| Alan D Biller & Associates, Inc. CRD 105283 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Programs Administration | Plan administrator | $343,452 |
| Ullico | Investment management fees (direct) | $169,159 |
| Alan D. Biller & Associates, Inc. | Investment advisory (plan), Direct payment from the plan | $112,644 |
| Nwps | Actuarial | $100,800 |
| Kraw Law Group | Legal | $96,000 |
| Schroder Inv Mgmt North America Inc | Investment management fees (direct) | $85,145 |
| Prudential Insurance Company Of Ame | Investment management fees (direct), Investment management fees (indirect) | $74,333 |
| Principal Custody Solutions | Trustee (institutional) | $69,659 |
| Loomis, Sayles & Company, Inc. | Investment management fees (direct) | $55,642 |
| Barrow, Hanley, Mewhinney & Strauss | Investment advisory (plan), Investment management fees (direct) | $52,417 |
| Miller Kaplan Arase Llp | Accounting | $44,750 |
| Blackrock Institutional Tr Co, N.A. | Trustee (institutional), Trustee (discretionary), Investment management | $21,983 |
| Shanley, A Professional Corp | Legal | $8,139 |