Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan
Sponsored by Retail Wholesale Department Store Defined Contribution Pension Plan · EIN 226289686 · Plan #005
- Total assets
- $4.3M
- Net assets
- $4.2M
- Active participants
- 2,253
- With balances
- 2,253
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 |
|---|---|---|
| Pf Advisors, Llc CRD 277156 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| O Neill Consulting Corporation | Claims processing, Custodial (securities) | $27,573 |
| Pfm Advisors | Investment management | $17,295 |
| Chernow Kurtzman And Company, P.C. | Accounting | $12,250 |
| Spear Wilderman | Legal | $6,000 |