Bay Area Painters & Tapers Pension Trust
Sponsored by Bay Area Painters & Tapers Pension Trust · EIN 946276501 · Plan #001
- Total assets
- $700M
- Net assets
- $699M
- Active participants
- 3,428
- 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 |
|---|---|---|
| Sierra Investment Management, Llc CRD 106615 | fuzzy_auto · 96% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 97% | 2024 |
| Fiera Capital Inc. CRD 113638 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sierra Investment Managers | Investment management, Investment management fees (direct) | $847,477 |
| Health Services & Benefit Admin | Plan administrator, Direct payment from the plan | $760,693 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $749,472 |
| Saltzman & Johnson | Legal, Direct payment from the plan | $385,275 |
| Washington Capital | Investment management, Investment management fees (direct) | $216,913 |
| Us Bank | Custodial (securities), Investment management fees (direct) | $203,113 |
| Dodge & Cox | Investment management, Investment management fees (direct) | $196,664 |
| Asb Allegiance Real Estate Fund | Investment management, Investment management fees (direct) | $157,667 |
| Fiera Capital | Investment management, Investment management fees (direct) | $157,271 |
| Foundry Partners | Investment management, Investment management fees (direct), Soft dollars commissions | $152,656 |
| Segal Co | Direct payment from the plan, Consulting (pension) | $135,110 |
| Loomis Sayles | Investment management, Investment management fees (direct) | $130,943 |
| Ullico | Investment management, Investment management fees (direct) | $130,319 |
| Graystone Consultants | Investment management, Investment management fees (direct) | $80,000 |
| Eide Bailey Llp | Direct payment from the plan, Accounting | $42,551 |
| Roadrunner Print Mail | Other services | $38,000 |
| Iron Mountain | Other services | $15,872 |
| Legal And General | Investment management, Investment management fees (direct) | $15,426 |
| Fremont Bank | Custodial (securities), Investment management fees (direct) | $15,120 |
| Pbi | Other services | $8,895 |
| Segal Select Insurance Services, In | Insurance brokerage commissions | $0 |