Atlanta Plumbers & Steamfitters Pension Fund
Sponsored by Atlanta Plumbers & Steamfitters Pension Fund · EIN 581233396 · Plan #001
- Total assets
- $452M
- Net assets
- $452M
- Active participants
- 2,639
- 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 |
|---|---|---|
| Crescent Capital Group Lp CRD 153966 | deterministic · 100% | 2024 |
| Confluence Investment Management Llc CRD 146019 | deterministic · 100% | 2024 |
| Constitution Capital Equity Partners Lp CRD 147248 | fuzzy_auto · 94% | 2024 |
| Atlanta Capital Management Company, L.L.C. CRD 116719 | fuzzy_auto · 96% | 2024 |
| Ares Management Llc CRD 130074 | deterministic · 100% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Fiera Capital Inc. CRD 113638 | deterministic · 100% | 2024 |
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
| Kayne Anderson Rudnick Investment Management, Llc CRD 104599 | fuzzy_auto · 95% | 2024 |
| Congress Asset Management Company, Llp CRD 105161 | fuzzy_auto · 97% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Crescent Capital Group Lp | Investment management, Investment management fees (direct) | $1,392,112 |
| Confluence Investment Management | Investment management, Investment management fees (direct) | $190,934 |
| Constitution Capital Partners Llc | Investment management, Investment management fees (direct) | $187,321 |
| Atlanta Capital Management | Investment management, Investment management fees (direct) | $180,907 |
| National Employee Benefit Admin | Plan administrator, Direct payment from the plan | $162,000 |
| Ares Management Llc | Investment management, Investment management fees (direct) | $143,182 |
| Chevy Chase Trust Company | Investment management, Investment management fees (direct) | $126,298 |
| Fiera Capital | Investment management, Investment management fees (direct) | $118,829 |
| Lazard Asset Management Llc | Investment management, Investment management fees (direct) | $102,774 |
| Kayne Anderson Rudnick Investment | Investment management, Investment management fees (direct) | $95,564 |
| Clear Bridge International | Investment management, Investment management fees (direct) | $78,118 |
| Horizon Actuarial Services Llc | Actuarial, Direct payment from the plan | $62,226 |
| Congress Asset Management | Investment management, Investment management fees (direct) | $52,158 |
| Arnall Golden Gregory Llp | Legal, Direct payment from the plan | $46,265 |
| Reynolds Consulting Services | Consulting (pension), Direct payment from the plan | $40,500 |
| Jp Morgan Asst Management | Investment management, Investment management fees (direct) | $34,137 |
| Amalgamated Bank | Investment management, Investment management fees (direct) | $30,531 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $29,710 |
| Us Bank | Custodial (securities), Direct payment from the plan | $12,706 |
| Chartwell Investment Partners | Investment management, Investment management fees (direct) | $9,871 |