Leeward Construction, Inc. Employees Retirement Plan
Sponsored by Leeward Construction, Inc. · EIN 223208574 · Plan #001
- Total assets
- $20.2M
- Net assets
- $20.2M
- Active participants
- 169
- With balances
- 248
Plan year beginning 07/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Blackrock Advisors, Llc CRD 106614 | deterministic · 100% | 2024 |
| Dunham & Associates Investment Counsel, Inc. CRD 13162 | fuzzy_auto · 95% | 2024 |
| Fs Fund Advisor, Llc CRD 286673 | deterministic · 100% | 2024 |
| Franklin Templeton Institutional, Llc CRD 117384 | fuzzy_auto · 99% | 2024 |
| Hartford Funds Management Company, Llc CRD 147746 | deterministic · 100% | 2024 |
| Capital Research And Management Company CRD 110885 | fuzzy_auto · 97% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | deterministic · 100% | 2024 |
| Ocean Park Asset Management, Llc CRD 145634 | deterministic · 100% | 2024 |
| Nuveen Fund Advisors, Llc CRD 104626 | deterministic · 100% | 2024 |
| Aristotle Investment Services, Llc CRD 324207 | deterministic · 100% | 2024 |
| Pgim Investments Llc CRD 105670 | deterministic · 100% | 2024 |
| Virtus Investment Advisers, Llc CRD 106982 | deterministic · 100% | 2024 |
| Kensington Asset Management, Llc CRD 309780 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Network Investment Corp | Investment advisory (plan), Investment management, Securities brokerage | $107,169 |
| Conrad Siegel | Recordkeeping, Consulting (pension), Participant loan processing | $19,195 |
| Blackrock Advisors, Llc | Investment management, Investment management fees (indirect) | $0 |
| Dunham & Associates Invmt Counsel, | Investment management, Investment management fees (indirect) | $0 |
| Fs Fund Advisor, Llc | Investment management, Investment management fees (indirect) | $0 |
| Franklin Templeton Institutional, L | Investment management, Investment management fees (indirect) | $0 |
| Hartford Funds Management Company, | Investment management, Investment management fees (indirect) | $0 |
| Capital Research And Management Com | Investment management, Investment management fees (indirect) | $0 |
| J.P. Morgan Investment Management, | Investment management, Investment management fees (indirect) | $0 |
| Ocean Park Asset Management, Llc | Investment management, Investment management fees (indirect) | $0 |
| Nuveen Fund Advisors, Llc. | Investment management, Investment management fees (indirect) | $0 |
| Aristotle Investment Services, Llc | Investment management, Investment management fees (indirect) | $0 |
| Pgim Investments Llc | Investment management, Investment management fees (indirect) | $0 |
| Virtus Investment Advisers, Llc | Investment management, Investment management fees (indirect) | $0 |
| Kensington Asset Management Llc | Investment management, Investment management fees (indirect) | $0 |
| Performance Trust Asset Management, | Investment management, Investment management fees (indirect) | $0 |
| Columbia Mgmt Investment Advisers, | Investment management, Investment management fees (indirect) | $0 |