Southern California Pipe Trades Retirement Fund
Sponsored by Southern California Pipe Trades Retirement Fund · EIN 516108443 · Plan #001 · Los Angeles, CA
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 6,644
- 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 |
|---|---|---|
| 400 Capital Management Llc CRD 160089 | deterministic · 100% | 2024 |
| Kayne Anderson Capital Advisors, L.P. CRD 104536 | fuzzy_auto · 99% | 2024 |
| Trevi Capital CRD 337812 | fuzzy_auto · 98% | 2024 |
| Vwh Capital Management, Lp CRD 289128 | deterministic · 100% | 2024 |
| Nexus Capital Management Lp CRD 168618 | deterministic · 100% | 2024 |
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
| Mgg Investment Group Lp CRD 174126 | deterministic · 100% | 2024 |
| Crescent Capital Group Lp CRD 153966 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Southern California Pipe Trades Adm | Plan administrator, Direct payment from the plan | $3,764,091 |
| New England Pension Consultants | Investment advisory (plan), Direct payment from the plan | $1,322,974 |
| Washington Capital | Investment management, Direct payment from the plan | $584,155 |
| Eide Bailly Llp | Accounting, Direct payment from the plan | $492,210 |
| Rael & Letson | Actuarial, Direct payment from the plan | $233,158 |
| Jpmcb Strategic Property Fund | Investment management, Direct payment from the plan | $181,545 |
| Parametric | Investment management, Direct payment from the plan | $141,125 |
| Bush Gottlieb A Law Corp | Legal, Direct payment from the plan | $116,448 |
| Bentallgreenoak | Investment management, Direct payment from the plan | $84,026 |
| Meketa Investment Group | Investment management | $83,636 |
| Us Bank | Custodial (other), Float revenue | $64,853 |
| Miller, Kaplan, Arase | Direct payment from the plan, Accounting | $61,982 |
| Withum Smith+Brown | Accounting, Direct payment from the plan | $56,160 |
| State Street Global Advisors Trust | Custodial (other), Custodial (securities), Investment management | $53,731 |
| Segal Consulting | Consulting (general), Direct payment from the plan | $47,320 |
| Odonoghue & Odonoghue | Legal, Direct payment from the plan | $39,009 |
| Kraw Law Group | Direct payment from the plan, Legal | $21,798 |
| Nexus Capital Management, Lp | Investment management fees (indirect), Investment management | $0 |
| Vwh Capital Management, Lp | Investment management, Investment management fees (indirect) | $0 |
| Blue Torch | Investment management, Investment management fees (indirect) | $0 |
| Mgg Investment Group Lp | Investment management, Finders' fees/placement fees, Investment management fees (indirect) | $0 |
| Trive Capital | Investment management, Investment management fees (indirect), Other investment fees and expenses | $0 |
| Crescent Capital Group Lp | Investment management, Investment management fees (indirect) | $0 |
| Kayne Anderson Capital Advisors, L. | Investment management, Investment management fees (indirect) | $0 |
| 400 Capital Management | Investment management, Investment management fees (indirect) | $0 |
| Landmark Equity Advisors Llc | Investment management, Investment management fees (indirect) | $0 |
| Marsh Mclennan Agency, Llc | Insurance agents and brokers, Direct payment from the plan | $0 |