Truck Drivers & Helpers Local Union No. 355 Retirement Plan
Sponsored by Joint Board Of Trustees Of The Drivers And Helpers Local No. 355 · EIN 526043608 · Plan #001
- Total assets
- $732M
- Net assets
- $732M
- Active participants
- 1,785
- 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 |
|---|---|---|
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Great Lakes Advisors, Llc CRD 110757 | deterministic · 100% | 2024 |
| Wedge Capital Management Llp CRD 106234 | fuzzy_auto · 99% | 2024 |
| Aqr Capital Management, Llc CRD 111883 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Great Gray Trust Company (Afl Cio) | Investment management fees (indirect), Investment management, Trustee (institutional) | $261,324 |
| Great Lakes Advisors, Llc | Soft dollars commissions, Investment management fees (direct), Investment management | $261,324 |
| Wedge Capital Management | Soft dollars commissions, Investment management fees (direct), Investment management | $259,848 |
| Janus Capital Group | Investment management fees (direct), Investment management | $241,684 |
| American Realty Advisors | Investment management fees (direct), Investment management | $239,165 |
| Benesys, Inc | Direct payment from the plan, Plan administrator | $203,756 |
| Northern Trust | Investment management, Investment management fees (indirect) | $150,305 |
| Benefits Administration, Llc | Direct payment from the plan, Plan administrator | $149,472 |
| Segall Bryant & Hamill | Investment management, Investment management fees (direct) | $139,274 |
| Aqr Capital Management, Llc | Investment management fees (indirect), Investment management | $137,561 |
| Marco Consulting Group | Direct payment from the plan, Investment advisory (plan) | $135,000 |
| Hamilton Lane Advisors, Llc | Investment management fees (indirect) | $132,626 |
| Wellington Trust Company | Investment management fees (direct), Investment management | $106,057 |
| Bolton Partners, Inc. | Actuarial, Direct payment from the plan | $88,343 |
| Harbourvest Partners, Llc | Investment management fees (indirect) | $87,229 |
| Pnc Bank, National Association | Other investment fees and expenses, Recordkeeping fees, Float revenue | $83,154 |
| Bny Mellon Ir&M | Investment management fees (indirect) | $61,191 |
| Hcfl | Direct payment from the plan, Accounting | $53,515 |
| Abato, Rubenstein & Abato | Direct payment from the plan, Legal | $32,607 |
| State Street | Soft dollars commissions, Investment management fees (indirect), Investment management fees (direct) | $27,681 |
| Siguler Guff Advisers, Llc | Investment management fees (indirect) | $15,962 |
| Amalgamated Bank | Investment management fees (direct), Investment management | $6,512 |