AUMdb

Administrative District Council 1 Pension Fund

Sponsored by Board Of Trustees Of Administrative District Council 1 Pension Fund · EIN 366489098 · Plan #001

Total assets
$544M
Net assets
$543M
Active participants
1,263
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
National Investment Services Of America, Llc CRD 307169 fuzzy_auto · 94% 2024
Strategic Capital Investment Advisors Inc CRD 107772 fuzzy_auto · 99% 2024
Washington Capital Management Inc CRD 105253 deterministic · 100% 2024
Clarion Partners, Llc CRD 108803 deterministic · 100% 2024
Rreef America L.L.C. CRD 109596 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
National Investment Services, Inc. Investment management, Investment management fees (direct) $190,100
Strategic Capital Investment Adviso Investment advisory (plan) $133,542
Doug Johnston Trustee (individual), Employee (plan) $125,824
Nick Marinopoulos Employee (plan) $125,824
Washington Capital Management, Inc Investment management, Investment management fees (direct) $112,250
Clarion Partners, Llc Investment management, Investment management fees (direct), Other commissions $109,737
Melody Neyland Plan administrator, Employee (plan) $92,098
The Segal Company Actuarial, Consulting (pension) $78,788
Legacy Professionals Llp Accounting, Recordkeeping $75,509
Janina Crespo Employee (plan) $67,263
Melissa Furtyo Employee (plan) $58,075
Donna Reyes Employee (plan) $55,382
Asher, Gittler & D'alba Legal $55,136
Rreef America Llc Investment management, Investment management fees (direct) $55,073
Bridgeway Benefit Technologies Recordkeeping, Consulting (general), Other services $55,039
Miriam Pagan Employee (plan) $52,406
Monika Kolpak Employee (plan) $30,787
Midwest Institutional Trust Co Custodial (securities), Named fiduciary, Other services $21,291
Laner Muchin Legal $14,840
Lasalle Consulting Partners, Inc Consulting (general), Other services $14,067
Dowd, Bloch, Bennett & Cervone Legal $13,535
Segal Select Insurance Services Insurance agents and brokers $13,070