AUMdb

Bradford White Corporation Uaw Retirement Income Plan

Sponsored by Bradford White Corporation · EIN 232384646 · Plan #003

Total assets
$79.3M
Net assets
$79.3M
Active participants
295
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
Harding Loevner Lp CRD 104543 deterministic · 100% 2024
Madison Investment Advisors, Llc CRD 110297 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Pnc Bank Trustee (institutional), Direct payment from the plan, Investment management fees (direct) $249,873
Gannett Welsh And Kotler Investment management, Direct payment from the plan, Investment management fees (direct) $16,746
Harding Loevner Investment management, Direct payment from the plan, Investment management fees (direct) $14,663
Madison Investment Advisors, Llc Investment management, Direct payment from the plan, Investment management fees (direct) $14,173