Laborers Local 57 Industrial Pension Plan
Sponsored by Trustees Of Laborers Local 57 Industrial Pension · EIN 231627410 · Plan #003
- Total assets
- $338M
- Net assets
- $338M
- Active participants
- 1,436
- 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 |
|---|---|---|
| Glouston Capital Partners, Llc CRD 133792 | deterministic · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Wedge Capital Management Llp CRD 106234 | fuzzy_auto · 97% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Victory Capital Management Inc. CRD 106189 | deterministic · 100% | 2024 |
| Fred Alger Management, Llc CRD 106750 | deterministic · 100% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | fuzzy_auto · 98% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Aristotle Pacific Capital, Llc CRD 298050 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Glouston Capital Partners | Investment management, Investment management fees (direct) | $559,645 |
| Intercontinental Real Estate Corp. | Investment management, Investment management fees (direct) | $259,876 |
| Kimberly Furey | Employee (plan), Direct payment from the plan | $198,751 |
| Wedge Capital Management Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $182,197 |
| Hardman Johnston Global Advisors | Investment management, Investment management fees (direct) | $153,426 |
| Loomis, Sayles & Company Lp | Investment management, Investment management fees (direct), Soft dollars commissions | $153,090 |
| Amalgamated Bank Of Chicago | Investment management, Investment management fees (direct), Float revenue | $146,099 |
| Investment Performance Services Llc | Investment advisory (plan) | $145,000 |
| Victory Capital Management Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $142,296 |
| Fred Alger Management, Inc. | Investment management fees (direct), Soft dollars commissions, Investment management | $135,329 |
| Boyd Waterson | Investment management, Investment management fees (direct) | $125,746 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $94,627 |
| O'brien, Belland & Bushinsky | Legal, Direct payment from the plan | $93,528 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $87,995 |
| Neisha Acevedo | Employee (plan), Direct payment from the plan | $85,168 |
| Isabella Aponte | Employee (plan), Direct payment from the plan | $83,582 |
| Rae Group Llc | Actuarial, Direct payment from the plan | $75,745 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $73,339 |
| Chartwell Investment Partners Llc | Investment management, Investment management fees (direct) | $55,221 |
| Illeana Espinosa | Employee (plan), Direct payment from the plan | $50,601 |
| Asb Capital Managment Llc | Investment management, Investment management fees (direct) | $36,069 |
| Chevy Chase Trust Company | Investment management, Investment management fees (direct) | $36,068 |
| Cohen, Seglias, Pallas Et Al | Legal, Direct payment from the plan | $30,000 |
| Aristotle Pacific Capital Llc | Investment management, Investment management fees (direct) | $29,296 |
| Spina & Company Llc | Accounting, Direct payment from the plan | $15,213 |
| Pnc Bank | Custodial (securities), Float revenue, Soft dollars commissions | $13,257 |
| Hamilton Lane Advisors, Llc | Investment management, Investment management fees (indirect) | $0 |