Locals 302 & 612 Of The Iuoe Employers Construction Industry Retirement Plan
Sponsored by Board Of Trustees, Locals 302 & 612 Of The Iuoe · EIN 916028571 · Plan #001
- Total assets
- $3.3B
- Net assets
- $3.3B
- Active participants
- 7,978
- 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 |
|---|---|---|
| Ward Capital Management Llc CRD 170400 | fuzzy_auto · 98% | 2024 |
| Alliancebernstein Corporation CRD 107445 | fuzzy_auto · 99% | 2024 |
| Brandywine Global Investment Management, Llc CRD 110783 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wa Capital Management, Inc. | Investment management, Investment management fees (direct) | $2,845,773 |
| Welfare & Pension Admin Service Inc | Accounting, Contract administrator, Direct payment from the plan | $1,994,813 |
| The Union Labor Life Insurance Co | Investment management fees (direct), Other fees | $1,170,672 |
| Lsv Asset Management | Investment management fees (direct) | $552,973 |
| Boston Trust | Trustee (discretionary), Trustee (directed), Investment management fees (direct) | $433,751 |
| Segal Advisors, Inc | Consulting (pension), Direct payment from the plan | $415,486 |
| Pimco | Direct payment from the plan, Investment management fees (direct) | $391,511 |
| Western Asset Management Co | Investment management fees (direct), Soft dollars commissions | $324,869 |
| Prudential Trust Company | Investment management, Investment management fees (direct) | $287,858 |
| Loomis, Sayles & Company, Lp | Investment management fees (direct) | $281,641 |
| Franklin Templton | Investment management, Direct payment from the plan, Investment management fees (direct) | $281,601 |
| Chevy Chase Trust Investment Adviso | Trustee (institutional), Investment management, Investment management fees (indirect) | $220,872 |
| Parametric Portfolio Associates Llc | Investment management fees (direct) | $194,446 |
| Rael & Letson | Actuarial, Consulting (pension), Direct payment from the plan | $183,363 |
| Pnc Bank | Custodial (securities), Direct payment from the plan, Sub-transfer agency fees | $178,323 |
| Sterling Capital Mgmt Llc | Investment management fees (direct), Soft dollars commissions | $134,424 |
| Brandywine Global Investment Mgmt | Investment management, Investment management fees (direct) | $124,607 |
| Barlow, Coughran, Morales Josephson | Legal, Direct payment from the plan | $122,823 |
| Guggenheim Partners Inv. Mgmt, Llc | Investment management fees (direct) | $119,879 |
| Turner, Stoeve & Gagliardi, P.S. | Legal, Direct payment from the plan | $119,718 |
| State Street Global Advisor | Custodial (other), Custodial (securities), Direct payment from the plan | $97,383 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $84,500 |
| Alliance Bernstein Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $84,416 |
| Anastasi Moore & Martin, Llc | Accounting, Direct payment from the plan | $53,114 |
| Withumsmith+Brown Pc | Accounting, Direct payment from the plan | $7,671 |