Laborers Agc Pension Trust Of Montana
Sponsored by Laborers Agc Pension Trust Of Montana Board Of Trustees · EIN 916068929 · Plan #001
- Total assets
- $138M
- Net assets
- $138M
- Active participants
- 1,796
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Versor Investments Lp CRD 171663 | fuzzy_auto · 96% | 2024 |
| Cullen Capital Management, Llc CRD 113128 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Loomis Sayles & Company, Lp | Investment management, Investment management fees (direct), Soft dollars commissions | $202,131 |
| Zenith American Solutions, Inc. | Accounting, Claims processing, Recordkeeping | $192,847 |
| Milliman, Inc. | Direct payment from the plan, Actuarial, Investment management fees (direct) | $127,701 |
| Verus Investments | Investment advisory (plan), Direct payment from the plan | $89,375 |
| The London Company | Investment management fees (direct), Investment advisory (participants), Soft dollars commissions | $84,617 |
| Propel Insurance | Consulting (general), Insurance agents and brokers, Insurance brokerage commissions | $38,763 |
| Us Bank National Association | Custodial (securities), Direct payment from the plan, Investment management fees (indirect) | $36,728 |
| Cullen Capital Management, Llc | Investment management, Investment management fees (direct) | $36,009 |
| Turner, Stoeve & Gagliardi, P.S. | Legal, Direct payment from the plan | $35,816 |
| Anastasi, Moore & Martin, Pllc | Accounting, Direct payment from the plan | $15,240 |