Southern California General Sales Employers And United Food And Commercial Workers Unions Pension Fund
Sponsored by Board Of Trustees, Southern California General Sales Employers · EIN 516029991 · Plan #001
- Total assets
- $85.0M
- Net assets
- $84.9M
- Active participants
- 122
- 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 |
|---|---|---|
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nisa Investment Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $82,033 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $58,631 |
| Schwartz Steinsapir Dohrmann & Somm | Legal, Direct payment from the plan | $48,303 |
| The Segal Company, Western States | Actuarial, Consulting (pension), Direct payment from the plan | $41,266 |
| Rvk, Inc. | Consulting (pension) | $39,458 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $14,070 |
| Transomatic Corporation | Recordkeeping, Direct payment from the plan | $13,793 |
| The Northern Trust Co. | Custodial (other), Custodial (securities), Trustee (directed) | $11,935 |