Millwrights' Local 1102 Supplemental Pension Fund
Sponsored by Millwrights' Local 1102 Supplemental Pension Fund · EIN 386216941 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 2,386
- With balances
- 5,173
Plan year beginning 05/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Madison Investment Advisors, Llc CRD 110297 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Boston Partners | Investment management, Direct payment from the plan | $313,797 |
| Loomis, Sayles & Co., Inc. | Investment management, Direct payment from the plan | $309,817 |
| Novara Tesija, Pllc | Legal, Direct payment from the plan | $142,957 |
| Tic Midwest, Llc | Accounting, Contract administrator, Plan administrator | $133,294 |
| Reinhart & Mahoney | Investment management, Direct payment from the plan | $126,519 |
| Morgan Stanley Smith Barney, Llc | Investment advisory (plan), Direct payment from the plan | $90,000 |
| Madison Investment Advisors | Investment management, Direct payment from the plan | $72,302 |
| Fifth Third Bank | Custodial (securities), Direct payment from the plan | $48,390 |
| Benda, Grace, Stulz & Company, P.C. | Accounting, Direct payment from the plan | $22,200 |
| Trade Solutions | Copying and duplicating, Direct payment from the plan | $20,579 |
| Smart Business Source | Copying and duplicating, Direct payment from the plan | $7,179 |