Stone And Marble Masons Of Metropolitan Washington D.C. Pension Fund
Sponsored by Board Of Trustees, Stone & Marble Masons Pension Fund · EIN 526117940 · Plan #001
- Total assets
- $73.6M
- Net assets
- $73.4M
- Active participants
- 188
- 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 |
|---|---|---|
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Investment Performance Services Llc CRD 105527 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Carday Associates, Inc. | Contract administrator, Direct payment from the plan | $79,830 |
| Segall Bryant & Hamill, Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $69,090 |
| Cheiron Inc. | Actuarial, Direct payment from the plan | $44,489 |
| Loomis, Sayles & Company, Lp | Investment management, Investment management fees (direct) | $44,271 |
| Investment Performances Services | Investment advisory (plan), Investment management fees (direct) | $38,750 |
| Bolton Partners, Inc. | Actuarial, Consulting (pension), Direct payment from the plan | $32,174 |
| Chevy Chase Trust | Custodial (securities), Investment management fees (direct) | $29,311 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $25,199 |
| Mooney, Green, Saindon, Murphy | Legal, Direct payment from the plan | $24,374 |
| New Tower Trust Company | Investment management, Investment management fees (indirect) | $0 |