AUMdb

A.F.Of L. A.G.C. Building Trades Pension Plan

Sponsored by A.F.Of L. A.G.C. Building Trades Pension · EIN 636055108 · Plan #001

Total assets
$185M
Net assets
$183M
Active participants
1,151
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
Wedge Capital Management Llp CRD 106234 fuzzy_auto · 99% 2024
Investment Performance Services Llc CRD 105527 deterministic · 100% 2024
Hardman Johnston Global Advisors Llc CRD 112500 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Wedge Capital Management Investment management, Investment management fees (direct) $176,002
Investment Performance Services Investment advisory (plan), Investment management fees (direct) $165,695
Segal,Bryant, Hamill, Llc Investment management, Investment management fees (direct) $85,876
Jp Morgan Asset Management Investment management, Investment management fees (direct) $75,400
Hardman Johnston Golbal Advisors Investment management, Direct payment from the plan $64,416
Bha Consulting Llc Actuarial, Direct payment from the plan $44,758
Steven D Eisenberg Cpa, P.A. Accounting, Direct payment from the plan $31,538
Matt Stringer Employee (plan), Direct payment from the plan $25,346
Loper Law Llc Legal, Direct payment from the plan $23,891
Audrey Mangiarcima Employee (plan), Direct payment from the plan $19,104
Annette Parker Employee (plan), Direct payment from the plan $15,748
Kelsey Vrieze Employee (plan), Direct payment from the plan $12,948
Natalie Parker Employee (plan), Direct payment from the plan $11,903
Regions Bank Custodial (securities), Direct payment from the plan $8,894