Retail Clerks Specialty Stores Pension Fund
Sponsored by Retail Clerks Specialty Stores Pension Fund · EIN 946313558 · Plan #001
- Total assets
- $64.8M
- Net assets
- $64.7M
- Active participants
- 5
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ufcw & Employers Trust, Llc | Direct payment from the plan, Plan administrator | $152,600 |
| Segal Company | Actuarial, Direct payment from the plan | $102,278 |
| Rvk Inc. | Other services, Direct payment from the plan | $73,000 |
| Legal & General Im America | Investment management, Investment management fees (direct) | $65,181 |
| Eide Bailly Llp | Accounting, Direct payment from the plan | $28,302 |
| Mccracken, Stemerman & Holsberry | Legal, Direct payment from the plan | $25,378 |
| Northern Trust | Investment management fees (direct), Investment management | $20,608 |
| Lynann King | Trustee (individual) | $5,895 |
| Diane Vetterlein | Trustee (individual) | $5,804 |