Local 18 Int'l Assoc. Of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund
Sponsored by Board Of Trustees Local 18 Int'l Heat & Frost Insulators · EIN 351843702 · Plan #001
- Total assets
- $63.2M
- Net assets
- $63.2M
- Active participants
- 676
- With balances
- 676
Plan year beginning 06/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Zacks Investment Management, Inc. CRD 110897 | deterministic · 100% | 2024 |
| Cumberland Advisors, Llc CRD 107964 | deterministic · 100% | 2024 |
| Jennison Associates Llc CRD 107959 | deterministic · 100% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Brandes Investment Partners, Lp CRD 105404 | deterministic · 100% | 2024 |
| Clearbridge Investments, Llc CRD 137028 | deterministic · 100% | 2024 |
| Dorsey, Wright & Associates, Llc CRD 104925 | fuzzy_auto · 97% | 2024 |
| Cohen & Steers Capital Management, Inc. CRD 106266 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zacks Investment Management | Investment management, Investment management fees (direct) | $55,903 |
| Cumberland Advisors | Investment management, Investment management fees (direct) | $33,316 |
| Jennison Associates, Llc | Investment management, Investment management fees (direct) | $30,992 |
| Wells Fargo Clearing Services | Custodial (securities), Investment management, Investment management fees (direct) | $30,000 |
| Kayne Anderson Rudnick | Investment management, Investment management fees (direct) | $20,191 |
| Brandes Investment Partners | Investment management, Investment management fees (direct) | $20,016 |
| Healthscope Benefits | Contract administrator, Direct payment from the plan | $16,662 |
| Ledbetter Partners, Llc | Legal, Direct payment from the plan | $15,815 |
| L.M. Henderson & Company, Llp | Accounting, Direct payment from the plan | $13,458 |
| Dorsey Wright & Associates | Investment management, Investment management fees (direct) | $10,061 |
| Capital Group International | Investment management, Investment management fees (direct) | $7,103 |
| Cohen & Steers Capital Management | Investment management, Investment management fees (direct) | $6,346 |
| Clearbridge Investments | Investment management, Investment management fees (direct) | $1,117 |