Puget Sound Electrical Workers Pension Plan
Sponsored by Board Of Trustees, Puget Sound Electrical Workers Pension Trust · EIN 916180333 · Plan #001
- Total assets
- $1.3B
- Net assets
- $1.3B
- Active participants
- 4,745
- With balances
- 0
Plan year beginning 06/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Deprince, Race & Zollo, Inc. CRD 112099 | fuzzy_auto · 97% | 2024 |
| William Blair Investment Management, Llc CRD 173961 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Welfare & Pension Admin. Service | Contract administrator, Copying and duplicating, Direct payment from the plan | $1,534,243 |
| Washington Capital Management, Inc. | Investment management, Investment management fees (direct) | $1,407,941 |
| Deprince Race & Zollo, Inc. | Investment management, Investment management fees (direct), Soft dollars commissions | $364,161 |
| William Blair Investment Mgmt | Investment management, Investment management fees (direct), Soft dollars commissions | $347,917 |
| Rael & Letson | Actuarial, Consulting (pension), Direct payment from the plan | $148,028 |
| Verus Advisory, Inc. | Investment advisory (plan), Direct payment from the plan | $105,000 |
| Barlow & Coughran, P.S. | Legal, Direct payment from the plan | $101,785 |
| Invesco Trust Company | Investment management, Investment management fees (direct), Soft dollars commissions | $101,370 |
| Entrustpermal Management Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $95,080 |
| Us Bank | Direct payment from the plan, Shareholder servicing fees, Other fees | $79,109 |
| State Street Global Advisors Trust | Investment management, Investment management fees (direct), Other fees | $69,223 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $35,983 |
| Turner, Stoeve & Gagliardi, P.S. | Legal, Direct payment from the plan | $7,462 |