Operating Engineers Local No. 825 Pension Fund
Sponsored by Operating Engineers Local No. 825 Pension Fund · EIN 226033380 · Plan #001
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 5,438
- 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 |
|---|---|---|
| Atlanta Capital Management Company, L.L.C. CRD 116719 | fuzzy_auto · 96% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | deterministic · 100% | 2024 |
| Winslow Capital Management Llc CRD 106940 | deterministic · 100% | 2024 |
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Iuoe Local 825 Welfare Fund | Other services | $1,456,692 |
| Atlanta Capital Management | Investment management, Securities brokerage commissions | $677,847 |
| Hardman Johnston Global Advisors | Investment management | $463,626 |
| Loomis Sayles | Investment management fees (direct) | $428,409 |
| Westfield Capital Management | Investment management fees (direct) | $310,510 |
| Winslow Capital Management | Investment management fees (indirect), Investment management | $306,082 |
| Sierra Investment Partners, Inc | Investment management, Investment management fees (direct) | $296,329 |
| Ips Investment Consultants | Consulting (general), Investment advisory (plan) | $260,000 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $231,909 |
| Great Lakes Advisors, Llc | Investment management fees (direct) | $190,178 |
| Segall Bryant & Hamill, Llc | Investment management | $119,980 |
| Comerica Bank | Custodial (securities) | $106,598 |
| The Segal Company | Actuarial, Consulting (general), Consulting (pension) | $75,300 |
| Susanin Widman And Brennan | Legal | $70,166 |
| Decotiis, Fitzpatrick, Cole & Gibli | Legal | $67,771 |
| Washington Capital Management, Inc. | Investment management fees (direct) | $58,036 |
| Calibre Cpa Pllc | Accounting | $53,045 |
| Principal Trust Company | Custodial (securities) | $50,969 |
| O'sullivan Associates | Actuarial | $47,200 |
| Express Press Printing | Copying and duplicating, Other services, Other fees | $25,210 |