Building Trades United Pension Trust Fund Milwaukee And Vicinity
Sponsored by Building Trades United Pension Trust Fund · EIN 516049409 · Plan #001
- Total assets
- $3.5B
- Net assets
- $3.5B
- Active participants
- 9,922
- 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 |
|---|---|---|
| Harbourvest Partners, Llc CRD 109846 | deterministic · 100% | 2024 |
| H.I.G. Capital, Llc CRD 160711 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Caldwell Investment Services Llc CRD 317283 | fuzzy_auto · 94% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 98% | 2024 |
| Parametric Portfolio Associates Llc CRD 114310 | fuzzy_auto · 98% | 2024 |
| Ifm Investors Pty Ltd CRD 162754 | deterministic · 100% | 2024 |
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
| Neuberger Berman Bd Llc CRD 2908 | fuzzy_auto · 97% | 2024 |
| Invesco Advisers, Inc. CRD 105360 | deterministic · 100% | 2024 |
| Whitestar Advisors, Llc CRD 124627 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wilson Mcshane Corporation | Plan administrator, Direct payment from the plan | $2,307,564 |
| Harbourvest Partners, Lp | Custodial (securities), Investment management fees (direct), Investment management | $2,123,363 |
| H.I.G. Capital, Llc | Investment management, Investment management fees (direct) | $1,908,766 |
| Jp Morgan Asset Management Inc. | Investment advisory (plan), Investment management fees (indirect), Investment management | $1,082,031 |
| Ullico Investment Advisors Inc | Investment management, Investment management fees (direct) | $895,931 |
| Bpea Private Equity | Custodial (securities), Investment management fees (direct), Investment management | $637,414 |
| Aberdeen Capital Management | Custodial (securities), Investment management fees (direct) | $603,750 |
| Baird Advisors | Investment management fees (direct), Investment management | $578,663 |
| Carlyle Investment Services | Custodial (securities), Investment management fees (direct), Investment management | $463,324 |
| National Investment Services Of Ame | Investment management fees (direct), Investment management, Custodial (securities) | $432,628 |
| Parametric Portfolio Associates, Ll | Custodial (securities), Investment management fees (direct), Investment management | $417,762 |
| Newtower Mept | Custodial (securities), Investment management, Investment management fees (direct) | $411,249 |
| State Street Global Advisors Trust | Custodial (securities), Investment management fees (direct), Investment management | $316,874 |
| Ifm Investors Pty Ltd | Investment management, Investment management fees (indirect), Foreign entity | $298,057 |
| Marquette Associates | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $205,000 |
| Neuberger Berman | Custodial (securities), Investment management, Investment management fees (direct) | $204,722 |
| The Previant Law Firm, S.C. | Legal, Direct payment from the plan | $193,652 |
| Invesco Advisers, Inc. | Custodial (securities), Investment management, Investment management fees (direct) | $185,102 |
| Northern Trust Corporation | Custodial (securities), Investment management, Investment management fees (direct) | $154,216 |
| Afl Cio Housing Investment Trust | Custodial (securities), Investment management fees (direct), Investment management | $149,431 |
| Whitestar Advisors, Llc | Investment management, Investment management fees (direct), Custodial (securities) | $97,083 |
| Reinhart Boerner Van Deuren, S.C. | Legal, Direct payment from the plan | $85,792 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $79,660 |
| Us Bank National Association | Investment management fees (direct), Custodial (securities), Other investment fees and expenses | $52,873 |
| Cheiron, Inc. | Actuarial, Direct payment from the plan | $51,987 |
| The Marek Group Inc | Other services, Direct payment from the plan | $47,791 |
| The Segal Company | Consulting (pension), Direct payment from the plan | $42,680 |
| Honsa Binder Printing Inc | Copying and duplicating, Direct payment from the plan | $9,727 |
| Forest Printing Company | Copying and duplicating, Direct payment from the plan | $8,780 |