AUMdb

Ilwu Pma Pension Plan

Sponsored by Trustees Of Ilwu Pma Pension Plan · EIN 946068576 · Plan #001

Total assets
$10.8B
Net assets
$10.7B
Active participants
15,642
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
Alan D Biller & Associates, Inc. CRD 105283 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
State Street Global Advisors Investment management fees (direct) $3,381,035
Dodge & Cox Investment management fees (direct) $2,580,752
Ilwu Pma Benefit Plans (Salaries) Claims processing, Recordkeeping, Contract administrator $2,301,766
Alan D. Biller & Associates Investment advisory (plan) $1,539,063
Fixed Income Finance Pgim, Inc Investment management fees (direct) $1,423,614
Loomis, Sayles & Company, L.P. Investment management fees (direct) $1,409,277
Ducenta Squared Asset Management Investment management fees (direct) $1,354,101
Prudential Prisa Ii Investment management fees (direct) $1,341,050
Blackrock Institutional Trust Co Na Investment management fees (direct) $1,087,189
Ubs Realty Investors Llc Investment management fees (direct) $783,994
Bush Gottlieb, A Law Corporation Legal $751,467
Pricewaterhousecoopers Llp Accounting $269,468
The Segal Company Actuarial, Consulting fees $260,119
State Street Corporation Custodial (securities) $254,076
Pacific Maritime Association Accounting $177,655
Seyfarth Shaw Llp Legal $134,755
Us Bank Other fees $75,393
Law Offices Of John Kagel Legal $15,705
Bridgeway Benefit Technologies, Llc Recordkeeping, Consulting fees $14,325
Pwc Us Tax Llp Consulting fees $10,903
The Souza Group Consulting fees $9,161
Admail Express, Inc. Copying and duplicating $8,171
M.P. Radocy Consulting fees $6,878