Eastern Shore Teamsters Pension Fund
Sponsored by Board Of Trustees Of The Eastern · EIN 520904953 · Plan #001
- Total assets
- $166M
- Net assets
- $166M
- Active participants
- 300
- 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 |
|---|---|---|
| Wedge Capital Management Llp CRD 106234 | fuzzy_auto · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | deterministic · 100% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Investment Performance Services | Investment advisory (plan), Direct payment from the plan | $333,897 |
| Wedge Capital Management, L.L.P. | Soft dollars commissions, Investment management fees (direct), Investment management | $91,660 |
| Hamilton Lane Advisors, Llc | Investment management fees (indirect), Investment management | $72,023 |
| The Segal Company | Actuarial, Direct payment from the plan | $65,278 |
| Hardman Johnston Global Advisors | Investment management, Investment management fees (direct) | $57,039 |
| Benefits Administration, Llc | Plan administrator, Direct payment from the plan | $54,838 |
| Chartwell Investment Partners | Direct payment from the plan, Investment management | $48,887 |
| Wellington Trust Company | Investment management, Investment management fees (direct) | $48,575 |
| Abato, Rubenstein & Abato | Legal, Direct payment from the plan | $44,000 |
| Jpmorgan Chase Bank, N.A. | Investment management, Investment management fees (direct) | $40,311 |
| Hcfl | Accounting, Direct payment from the plan | $29,655 |
| Brown Investment Advisors | Investment management, Investment management fees (direct), Soft dollars commissions | $25,563 |
| Pnc, Inc. | Securities brokerage commissions, Soft dollars commissions, Custodial (other) | $25,482 |