UMB FUND SERVICES
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
16
Active participants
5,305
Total plan assets
$12.0B
Filings (rows)
16
Direct comp
$7.9M
Indirect comp
$0
SERVICES PROVIDED
Other13
Advisor / Consultant3
Top plans served
All 16 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. GLOBAL ALPHA INTERNATIONAL SMALL CAP FUND LP | — | Other NONE | 0 | $1.6B | $1.2M |
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. GLOBAL ALPHA INTERNATIONAL SMALL CAP FUND LP | — | Other NONE | 0 | $1.4B | $1.1M |
| FIERA CAPITAL INC. GLOBAL EQUITY LONG-ONLY FUND LP | NEW YORK, NY | Other NONE | 0 | $1.3B | $512K |
| FIERA CAPITAL INC. GLOBAL EQUITY LONG-ONLY FUND LP | NEW YORK, NY | Other NONE | 0 | $1.3B | $561K |
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. GLOBAL ALPHA INTERNATIONAL SMALL CAP FUND LP | — | Other NONE | 0 | $1.2B | $1.3M |
| FIERA CAPITAL INC. GLOBAL EQUITY LONG-ONLY FUND LP | NEW YORK, NY | Other NONE | 0 | $1.2B | $647K |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. CC&L Q EMERGING MARKETS EQUITY FUND LP | — | Other NONE | 0 | $1.1B | $818K |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. CC&L Q EMERGING MARKETS EQUITY FUND LP | — | Other NONE | 0 | $538.0M | $854K |
| IBEW LOCAL 38 PENSION PLAN I.B.E.W. LOCAL 38 PENSION PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT MANAGER | 1,704 | $446.0M | $107K |
| IBEW LOCAL 38 PENSION PLAN I.B.E.W. LOCAL 38 PENSION PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT MANAGER | 1,575 | $426.6M | $106K |
| IBEW LOCAL 38 PENSION PLAN I.B.E.W. LOCAL 38 PENSION PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT MANAGER | 1,542 | $409.0M | $103K |
| FIERA CAPITAL INC. INTERNATIONAL EQUITY LONG-ONLY FUND LP | NEW YORK, NY | Other NONE | 0 | $278.0M | $120K |
| FIERA CAPITAL INC. INTERNATIONAL EQUITY LONG-ONLY FUND LP | NEW YORK, NY | Other NONE | 0 | $259.0M | $139K |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. CC&L Q EMERGING MARKETS EQUITY FUND LP | — | Other NONE | 0 | $243.6M | $369K |
| FIERA CAPITAL INC. INTERNATIONAL EQUITY LONG-ONLY FUND LP | NEW YORK, NY | Other NONE | 0 | $211.3M | $121K |
| BD TEES ASBESTOS WRKS L 24 PEN FD ASBESTOS WORKERS L 24 PEN FD DEF BENEFIT PLAN | COLUMBIA, MD | Other NONE | 484 | $90.4M | $17K |