B.A.C. Local No. 3 Defined Contribution Pension Plan
Sponsored by Board Of Trustees, B.A.C. Local 3 Pension Trust Fund · EIN 900888690 · Plan #002
- Total assets
- $126M
- Net assets
- $125M
- Active participants
- 702
- With balances
- 0
Plan year beginning 07/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 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 |
|---|---|---|
| Rbc Global Asset Management | Investment management, Soft dollars commissions | $105,236 |
| Chartwell Investment Partners Lp | Investment management, Named fiduciary, Investment management fees (direct) | $80,890 |
| Benesys Inc. | Plan administrator, Direct payment from the plan | $64,376 |
| Investment Performance Services | Consulting (general), Investment advisory (plan), Direct payment from the plan | $61,875 |
| Wedge Capital Management Llp | Investment management fees (direct), Soft dollars commissions | $58,093 |
| Loomis Sayles & Company | Investment management fees (direct) | $52,136 |
| Kraw Law Group | Legal, Direct payment from the plan | $43,140 |
| Victory Capital Management | Investment management fees (direct) | $33,297 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $26,000 |
| Great Lakes Advisors Llc | Investment management fees (direct) | $22,406 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $21,973 |
| U.S. Bank | Custodial (securities), Direct payment from the plan | $18,841 |
| Withum Smith & Brown | Accounting, Direct payment from the plan | $13,871 |
| Neyhart, Anderson, Flynn & Grosboll | Legal, Direct payment from the plan | $5,646 |