Teamsters' Construction Industry & Misc Pension Fund
Sponsored by Teamsters' Construction Industry · EIN 256135580 · Plan #001
- Total assets
- $229M
- Net assets
- $228M
- Active participants
- 603
- 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 |
|---|---|---|
| Fiera Capital Inc. CRD 113638 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Victory Capital Management Inc. CRD 106189 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Fund Service Company | Contract administrator, Direct payment from the plan | $216,243 |
| Metropolitan West Capital Mgmt. | Investment management, Direct payment from the plan, Investment management fees (direct) | $169,338 |
| Fiera Capital, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $159,423 |
| Asb Capital Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $98,027 |
| C.S. Mckee | Investment management, Direct payment from the plan, Investment management fees (direct) | $95,160 |
| Intercontinental Real Estate Corp. | Investment management, Direct payment from the plan, Investment management fees (direct) | $78,260 |
| Siguler Guff & Company Lp | Investment management, Direct payment from the plan, Investment management fees (direct) | $64,536 |
| Morgan Stanley Smith Barney | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $50,000 |
| Grossman Yanak & Ford Llp | Accounting, Direct payment from the plan | $43,918 |
| Victory Capital Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $42,648 |
| Cim Investment Capital | Investment management, Direct payment from the plan, Investment management fees (direct) | $40,880 |
| Acrisure Mid Atl Part. Ins. Serv. | Actuarial, Direct payment from the plan | $33,498 |
| Pnc Bank, National Association | Investment management fees (indirect), Non-monetary compensation, Soft dollars commissions | $17,747 |
| State Street Global Advisors | Custodial (securities), Investment management, Direct payment from the plan | $16,485 |
| Mcelhaney & Associates Llc | Accounting, Direct payment from the plan | $8,948 |
| Meyer Unkovic & Scott Llp | Legal, Direct payment from the plan | $7,959 |
| Link Computer Corporation | Other services, Direct payment from the plan | $7,585 |
| Freedom Resources | Other services, Direct payment from the plan | $6,915 |