Tuckpointer Local 52 Pension Plan
Sponsored by Tuckpointer Local 52 Pension Plan · EIN 366122163 · Plan #001
- Total assets
- $410M
- Net assets
- $410M
- Active participants
- 1,003
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Harris Associates Lp CRD 106960 | fuzzy_auto · 96% | 2024 |
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
| Sands Capital Management, Llc CRD 137610 | deterministic · 100% | 2024 |
| Silvercrest Asset Management Group Llc CRD 118333 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ullico Infrastructure Tax Exempt | Direct payment from the plan, Investment management fees (direct) | $261,297 |
| Harris Associates L.P. | Investment management fees (indirect), Investment management fees (direct), Investment management | $214,692 |
| Marquette Associates, Inc. | Investment management fees (direct), Investment advisory (plan) | $205,000 |
| Sands Capital Management | Investment management fees (indirect), Investment management fees (direct), Investment management | $184,708 |
| Cygan Hayes, Ltd. | Direct payment from the plan, Accounting | $157,828 |
| The Segal Company | Direct payment from the plan, Actuarial | $145,396 |
| Loomis Sayles Core Plus Fixed Incom | Direct payment from the plan, Investment management fees (direct) | $102,219 |
| Silvercrest Asset Management Group | Investment management fees (indirect), Investment management fees (direct), Investment management | $89,351 |
| Midwest International Trust Company | Direct payment from the plan, Custodial (securities), Investment management | $84,861 |
| Prasad I. Elamana | Direct payment from the plan, Employee (plan) | $70,983 |
| John Kallianis | Direct payment from the plan, Plan administrator | $64,824 |
| Innovative Software Solutions, Inc. | Direct payment from the plan, Recordkeeping | $48,633 |
| Baum Sigman Auerbach & Nueman | Direct payment from the plan, Legal | $33,427 |
| Associated Agencies, Inc | Direct payment from the plan, Insurance brokerage commissions | $12,083 |
| Noventech | Direct payment from the plan, Recordkeeping | $7,920 |
| Pbi Research Services | Direct payment from the plan, Consulting (general) | $7,603 |