International Union Of Operating Engineers Local Union No. 478, A C D E Pension Plan
Sponsored by Board Of Trustees I.U.O.E. Local 478 Pension Plan · EIN 060733831 · Plan #001
- Total assets
- $759M
- Net assets
- $751M
- Active participants
- 2,487
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | deterministic · 100% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Mackay Shields Llc CRD 107717 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $337,334 |
| Acadian Asset Management Llc | Investment management, Investment management fees (direct) | $252,603 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $251,922 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $148,803 |
| Mackay Shields Llc | Investment management, Investment management fees (direct) | $142,021 |
| Columbia Mgmt Inv Adv Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $137,166 |
| Reid & Riege, P.C. | Legal, Direct payment from the plan | $120,947 |
| State Street Bank And Trust Company | Custodial (securities), Investment management, Investment management fees (direct) | $115,786 |
| The Segal Company | Actuarial, Direct payment from the plan, Consulting fees | $103,020 |
| Blackrock Inst'l Trust Co Na | Trustee (institutional), Trustee (discretionary), Investment management | $98,314 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $77,144 |
| Zenith American Solutions Inc | Recordkeeping, Direct payment from the plan | $60,805 |