Local Union 212 Ibew Pension Trust Fund
Sponsored by Local Union No 212 Ibew Pension · EIN 316127280 · Plan #001
- Total assets
- $308M
- Net assets
- $307M
- Active participants
- 1,302
- 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 |
|---|---|---|
| Strategic Capital Investment Advisors Inc CRD 107772 | fuzzy_auto · 99% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions, Inc. | Contract administrator | $195,434 |
| National Investment Services, Inc. | Investment management, Investment management fees (direct) | $172,489 |
| Strategic Capital Investment Adviso | Investment advisory (plan) | $92,013 |
| Clarion Lion Industrial Trust | Investment management fees (direct) | $89,520 |
| Cuni, Rust & Strenk | Actuarial | $88,715 |
| Washington Capital Management, Inc. | Investment management fees (direct) | $66,488 |
| Kelley Galloway Smith Goolsby, Psc | Accounting | $61,343 |
| Clarion Lion Properties Fund, Lp | Investment management fees (direct) | $55,700 |
| Stockbridge Niche Logistics Fund Lp | Investment management fees (direct) | $55,288 |
| Stockbridge Smart Markets Fund, Lp | Investment management fees (direct) | $50,200 |
| Segal Select Insurance Services Inc | Insurance agents and brokers, Insurance brokerage commissions | $46,904 |
| Pnc Bank, National Association | Custodial (securities), Account maintenance fees | $43,262 |
| Ledbetter Partners, Llc | Legal | $32,165 |
| Great Gray Trust Company, Llc | Investment management fees (direct) | $17,086 |