B.A.C. Local No. 3 Pension Plan
Sponsored by Board Of Trustees, B.A.C. Local No. 3 Pension Trust · EIN 900888690 · Plan #001
- Total assets
- $188M
- Net assets
- $188M
- Active participants
- 838
- 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 |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Chartwell Investments Ii, Llc CRD 160554 | fuzzy_auto · 94% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Rbc Global Asset Management (U.S.) Inc. CRD 107173 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys Inc. | Plan administrator, Direct payment from the plan | $237,132 |
| Rbc Global Asset Management | Investment management, Soft dollars commissions | $116,220 |
| Investment Performance Services | Consulting (general), Investment advisory (plan), Direct payment from the plan | $105,000 |
| Wedge Capital Management | Investment management fees (direct), Soft dollars commissions | $97,374 |
| Loomis Sayles & Company | Investment management fees (direct) | $76,962 |
| Nwps | Actuarial, Direct payment from the plan | $60,548 |
| Kraw Law Group | Legal, Direct payment from the plan | $54,027 |
| American Realty Advisors Llc | Investment management, Investment management fees (direct), Direct payment from the plan | $46,180 |
| Victory Capital Management | Investment management fees (direct) | $41,310 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $40,500 |
| Great Lake Advisors | Investment management fees (direct) | $33,589 |
| Chartwell Investment Services | Investment management fees (direct), Investment management | $33,386 |
| U.S. Bank | Custodial (securities), Trustee (institutional), Direct payment from the plan | $25,634 |
| Withum Smith & Brown | Accounting, Direct payment from the plan | $19,576 |
| Washington Capital Management | Investment management fees (direct) | $12,114 |
| Neyhart, Anderson, Flynn & Grosboll | Legal, Direct payment from the plan | $9,566 |
| Northern Trust | Investment management, Direct payment from the plan | $7,835 |