Local 68 Engineers Union Pension Plan
Sponsored by Local 68 Engineers Union Pension Fund Board Of Trustees · EIN 510176618 · Plan #001
- Total assets
- $462M
- Net assets
- $462M
- Active participants
- 2,270
- 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 |
|---|---|---|
| Chartwell Investments Ii, Llc CRD 160554 | fuzzy_auto · 97% | 2024 |
| Wedge Capital Management Llp CRD 106234 | fuzzy_auto · 96% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Great Lakes Advisors, Llc CRD 110757 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Great Lakes Advisors Llc | Investment management fees (direct), Securities brokerage commissions, Investment management | $239,982 |
| Local 68 Eng Union Welfare Fund | Contract administrator | $145,753 |
| Investment Performance Services Llc | Consulting (general), Investment advisory (plan) | $140,000 |
| Hardman Johnston Global Advisors | Other investment fees and expenses, Investment management fees (direct), Investment management | $123,782 |
| Local 68 Eng Union Education Fd | Contract administrator | $115,243 |
| Chartwell Investment Ptrs | Securities brokerage commissions, Investment management fees (direct), Investment management | $102,694 |
| Comerica Bank | Custodial (securities), Other investment fees and expenses | $52,952 |
| Wedge Capital Mgmt Llp | Securities brokerage commissions, Investment management fees (direct), Investment management | $45,371 |
| Bridgeway Benefit Technologies | Recordkeeping | $38,179 |
| Summit Actuarial Services Llc | Actuarial | $35,250 |
| Mspc | Accounting | $30,000 |
| Chris Ruton | Employee (plan) | $27,485 |
| The Northern Trust Co | Investment management fees (direct), Other investment fees and expenses, Investment management | $19,354 |
| Wasilewski & Keating Pc | Accounting | $17,400 |
| Oransky Scaraggi & Borg P.C. | Legal | $16,250 |
| Nextwave Web | Other services | $6,051 |