Lumber Employees Local 786 Retirement Fund
Sponsored by Trustees Of Lumber Employees 786 Retirement Fund · EIN 516067407 · Plan #001
- Total assets
- $47.2M
- Net assets
- $47.1M
- Active participants
- 141
- With balances
- 0
Plan year beginning 09/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Riverbridge Partners Llc CRD 108074 | deterministic · 100% | 2024 |
| Silvercrest Asset Management Group Llc CRD 118333 | deterministic · 100% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jeffrey Hoff | Employee (plan) | $69,643 |
| Segal Consulting | Actuarial | $68,086 |
| Laner Muchin | Legal | $50,202 |
| Burke, Burns & Pinelli, Ltd | Legal | $46,134 |
| Rosanne Lacalamita | Employee (plan) | $45,333 |
| Mary Delaney Ceretto | Employee (plan) | $43,879 |
| Christine Uson | Employee (plan) | $35,152 |
| Bridgeway Benefit Technologies | Consulting (general) | $35,107 |
| Legacy Professionals, Llp | Accounting, Recordkeeping | $34,486 |
| The Northern Trust Company | Custodial (securities), Float revenue, Named fiduciary | $34,116 |
| Mercer | Investment advisory (plan) | $24,333 |
| Riverbridge Partners, Llc | Investment management, Investment management fees (indirect), Soft dollars commissions | $16,496 |
| Prudential Trust Co. | Investment management, Investment management fees (indirect) | $15,506 |
| Silvercrest Asset Management Group | Investment management, Investment management fees (indirect), Soft dollars commissions | $14,274 |
| Western Asset Management | Investment management, Investment management fees (direct) | $13,601 |
| Loomis Sayles | Investment management, Investment management fees (direct) | $5,989 |
| Lasalle Consulting Partners Inc | Consulting (general) | $5,629 |
| Eddie Rizzo | Trustee (individual) | $5,492 |
| Elite Administration | Insurance agents and brokers, Insurance brokerage commissions | $0 |