Pension Plan Of Steamfitters Pension Fund 475
Sponsored by Board Of Trustees Pension Plan Of Steamfitters Pension Fund Local 475 · EIN 226029738 · Plan #001
- Total assets
- $198M
- Net assets
- $198M
- Active participants
- 451
- 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 |
|---|---|---|
| Crescent Capital Group Lp CRD 153966 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Constitution Capital Equity Partners Lp CRD 147248 | fuzzy_auto · 96% | 2024 |
| Clearbridge Investments, Llc CRD 137028 | deterministic · 100% | 2024 |
| Fenimore Asset Management, Inc. CRD 110946 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 99% | 2024 |
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
| Eagle Asset Management Inc CRD 110653 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Crescent Capital Group Lp | Investment management, Investment management fees (direct) | $155,638 |
| Ullico Investment Advisors Inc. | Investment management, Investment management fees (direct) | $123,022 |
| Constitution Capital Partners | Investment management, Investment management fees (direct) | $105,481 |
| Clearbridge Investments | Investment management, Investment management fees (direct) | $62,912 |
| Fenimore Asset Management, Inc. | Investment management, Investment management fees (direct) | $60,593 |
| Loomis, Sayles & Company, L.P. | Investment management, Investment management fees (direct) | $58,666 |
| Bolton Partners Inc | Actuarial, Direct payment from the plan | $43,000 |
| Newtower Trust Company | Investment management, Investment management fees (direct), Investment management fees (indirect) | $39,617 |
| Eagle Asset Management | Investment management, Investment management fees (direct) | $34,501 |
| Mspc Cpa's And Advisors, P.C. | Accounting, Direct payment from the plan | $33,775 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct) | $19,551 |
| Lindabury, Mccormick, Estabrook | Legal, Direct payment from the plan | $18,209 |
| Larry Magarik, Esq | Legal, Direct payment from the plan | $17,860 |
| Empower Annuity Insurance Company O | Direct payment from the plan, Recordkeeping fees | $5,487 |
| Reynolds Consulting Services Llc | Investment advisory (plan), Investment management fees (direct) | $0 |
| Willmington Trust | Investment management, Investment management fees (direct) | $0 |