Electricians Pension Plan, Ibew 995
Sponsored by Trustees Of The Electricians Pension Plan, Ibew 995 · EIN 726057089 · Plan #001
- Total assets
- $77.7M
- Net assets
- $77.6M
- Active participants
- 469
- With balances
- 0
Plan year beginning 10/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | fuzzy_auto · 97% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | fuzzy_auto · 100% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | fuzzy_auto · 100% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Richmond Capital Management Inc CRD 104636 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bridgeway Benefit Technologies, Llc | Other services | $76,310 |
| Investment Performance Service, L.L | Consulting (general), Investment advisory (plan) | $75,073 |
| Atlanta Capital Management Company | Soft dollars commissions, Securities brokerage commissions | $53,608 |
| The Segal Company (Western States), | Actuarial, Consulting (pension) | $50,292 |
| Robein Urann Spencer Picard & Cange | Legal | $49,590 |
| Hardman Johnston Global Advisors Ll | Investment management, Investment management fees (direct) | $35,761 |
| Chartwell Investment Partners, Llc | Investment management, Named fiduciary, Soft dollars commissions | $33,831 |
| Boyd Watterson Asset Management Com | Investment management fees (direct), Investment management | $33,083 |
| Wcm International Small Cap Growth | Investment management fees (indirect) | $32,110 |
| Duplantier, Hrapmman, Hogan & Maher | Accounting | $30,650 |
| Blackrock Institutional Trust Compa | Direct payment from the plan, Investment management | $20,096 |
| Chevy Chase Trust Company | Investment management, Investment management fees (direct) | $15,182 |
| Comsolutions, Inc. | Consulting (general) | $13,403 |
| Richmond Capital Management | Investment advisory (plan) | $11,370 |
| Pedelahore & Co., Llp | Accounting | $8,100 |
| U.S. Bank National Association | Custodial (securities) | $6,939 |
| Corbin Capital Partners, L.P. | Investment management fees (indirect) | $0 |
| Wellington Trust Company, Na | Investment management fees (indirect) | $0 |
| Gcm Grosvenor Lp | Investment management fees (indirect) | $0 |