Service Partners...

William J. Browning, CELA, Trustee
All Employment Retirement Income Security Act (ERISA) pension plans are administered by a Trustee, who works with an investment committee to ensure investments that meet the purposes of pension activities.  The Trustee is Willing J. Browning, CELA, an attorney at law.  Mr. Browning has worked with ERISA attorneys to perfect a pension plan that meets the objectives of both the employer and the employee.

Mr. Browning meets with the third party administrator and provides oversight of the pension for purposes of ERISA compliance on an annual basis.  He also meets with the investment advisor, A.G. Edwards, to ensure the investment portfolio meets the employer and employee requirements.  All employees are provided with an annual report on the investment and activities of the pension plan. For more information on William J. Browning, please click here.

If you have questions regarding the administration of the Trust, they can be forwarded in writing to Richard F. Meyer, Esq., Attorney for Santa Maria Enterprise I, Inc., 8101 N. High Street, Suite 370, Columbus, OH 43235.  For more information, please click here.

Pension Designs and Administration
Diane McCance of Pension Designs and Administration serves as the third party administrator, which provides the Trustee with ERISA oversight compliance advice.  She also provides Mr. Browning with individual participation account oversight for Department of Labor compliance and Internal Revenue compliance.

A.G. Edwards & Sons
A.G. Edwards is a full-service national brokerage firm with nearly 7,000 financial consultants in more than 700 offices nationwide and in Europe.  A.G. Edwards currently serves as the Investment Advisor for the Santa Maria Enterprise I, Inc. Pension Plan, and presently invests all funds into a common account in the A.G. Edwards money market account, Centennial Money Market Trust.  The Centennial Money Market Trust seeks the maximum current income that is consistent with low capital risk and maintaining liquidity.  For more information, please click here.