FIDUCIARYVEST
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
6
Active participants
2,564
Total plan assets
$4.3B
Filings (rows)
6
Direct comp
$446K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant5
Other1
Top plans served
All 6 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UMWA 1974 PENSION TRUST BOARD OF TRUSTEES UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN | WASHINGTON, DC | Other NONE | 58 | $3.5B | $55K |
| BOARD OF TRUSTEES, FREIGHT DRIVERS AND HELPERS LOCAL UNION NO. 557 FREIGHT DRIVERS AND HELPERS LOCAL UNION NO. 557 PENSION PLAN | COLUMBIA, MD | Advisor / Consultant INVESTMENT ADVISORS | 216 | $214.2M | $87K |
| BOARD OF TRUSTEES, FREIGHT DRIVERS AND HELPERS LOCAL UNION NO. 557 FREIGHT DRIVERS AND HELPERS LOCAL UNION NO. 557 PENSION PLAN | COLUMBIA, MD | Advisor / Consultant INVESTMENT ADVISORS | 148 | $212.7M | $120K |
| BOARD OF TRUSTEES, FREIGHT DRIVERS AND HELPERS LOCAL UNION NO. 557 FREIGHT DRIVERS AND HELPERS LOCAL UNION NO. 557 PENSION PLAN | BALTIMORE, MD | Advisor / Consultant INVESTMENT ADVISORS | 234 | $202.8M | $70K |
| LAKE REGION HEALTHCARE CORPORATION LAKE REGION HEALTHCARE CORPORATION RETIREMENT PLAN | FERGUS FALLS, MN | Advisor / Consultant CONSULTANT | 956 | $77.0M | $66K |
| LAKE REGION HEALTHCARE CORPORATION LAKE REGION HEALTHCARE CORPORATION RETIREMENT PLAN | FERGUS FALLS, MN | Advisor / Consultant CONSULTANT | 952 | $66.1M | $48K |
