Laborers Local 754 Pension Plan
Sponsored by Trustees Of Laborers Local 754 Pension Plan · EIN 131895922 · Plan #002
- Total assets
- $83.2M
- Net assets
- $82.6M
- Active participants
- 285
- With balances
- 0
Plan year beginning 07/01/2024
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 |
| Rbc Global Asset Management (U.S.) Inc. CRD 107173 | fuzzy_auto · 96% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Wedge Capital Management Llp CRD 106234 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Realty Advisors | Investment management, Investment management fees (direct) | $84,505 |
| Rbc Global Asset Management, Inc. | Investment management, Investment management fees (direct) | $74,886 |
| Investment Performance Services Inc | Investment advisory (plan), Investment management fees (direct) | $54,750 |
| Wedge Capital Management Llp | Investment management fees (direct), Investment management, Soft dollars commissions | $49,192 |
| Segall Bryant & Hammill | Investment management, Investment management fees (direct) | $46,395 |
| O'sullivan Associates | Actuarial, Direct payment from the plan | $43,133 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $43,025 |
| M&T Bank Institutional Services | Custodial (securities), Direct payment from the plan | $41,396 |
| Vincenza Quinlan | Employee (plan), Direct payment from the plan | $32,934 |
| Holm & O'hara | Legal, Direct payment from the plan | $29,682 |
| Mspc | Accounting, Direct payment from the plan | $26,319 |
| Amalgamated Bank Of Chicago | Investment management, Investment management fees (direct) | $23,521 |
| Northern Trust Corp. | Investment management, Soft dollars commissions, Investment management fees (direct) | $5,488 |