Milk Drivers And Dairy Employees Local 246 Pension Fund
Sponsored by Milk Drivers & Dairy Employees Local No. 246 Of Washington D.C Pension · EIN 526070425 · Plan #001
- Total assets
- $105M
- Net assets
- $105M
- Active participants
- 165
- 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 |
|---|---|---|
| Wedge Capital Management Llp CRD 106234 | fuzzy_auto · 97% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Atlanta Capital Management Company, L.L.C. CRD 116719 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Boyd Watterson | Investment management, Investment management fees (direct) | $213,945 |
| Associated Administrators, Llc | Contract administrator, Direct payment from the plan | $109,854 |
| Wedge Capital Management | Investment management, Investment management fees (direct) | $101,371 |
| Investment Performance Services | Investment advisory (plan), Direct payment from the plan | $82,500 |
| Invesco Real Estate | Investment management, Investment management fees (direct) | $51,778 |
| Atlanta Capital Management | Investment management, Investment management fees (direct) | $49,234 |
| American Realty Advisors | Trustee (directed) | $44,073 |
| Cheiron | Actuarial, Direct payment from the plan | $35,035 |
| Morgan Lewis Bockius Llp | Legal, Direct payment from the plan | $31,345 |
| Jp Morgan Asset Management | Investment management, Investment management fees (direct) | $29,762 |
| Pnc Bank | Investment management, Investment management fees (direct) | $27,152 |
| Segal Bryant Hamill | Investment management, Investment management fees (direct) | $26,379 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $22,640 |
| Mooney Green Baker And Saindon | Legal, Direct payment from the plan | $12,590 |