Michiana Area Electrical Workers Pension Fund
Sponsored by Board Of Trustees Michiana Area Electrical Workers Pension Fund · EIN 356269273 · Plan #001
- Total assets
- $228M
- Net assets
- $223M
- Active participants
- 1,392
- 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Stern Capital Management, Inc. CRD 124405 | fuzzy_auto · 97% | 2024 |
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
| Silvercrest Asset Management Group Llc CRD 118333 | fuzzy_auto · 98% | 2024 |
| Fiera Capital Inc. CRD 113638 | deterministic · 100% | 2024 |
| Polen Capital Management, Llc CRD 106093 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney, Inc | Investment advisory (plan), Securities brokerage, Direct payment from the plan | $164,439 |
| Strong Capital Management | Investment advisory (plan), Investment management fees (direct) | $137,711 |
| Lazard Asset Management | Investment advisory (plan), Investment management fees (direct) | $113,920 |
| Boston Partners | Investment advisory (plan), Investment management fees (direct) | $107,018 |
| Tic Midwest, Llc | Accounting, Contract administrator, Recordkeeping | $77,382 |
| Foundry Partners | Investment advisory (plan), Investment management fees (direct) | $71,889 |
| Silvercrest Asset Management | Investment advisory (plan), Investment management fees (direct) | $57,220 |
| Cheiron, Inc | Actuarial, Direct payment from the plan | $51,050 |
| Amalgamated Bank Of Chicago | Custodial (securities), Direct payment from the plan | $44,629 |
| Fiera Capital | Investment advisory (plan), Investment management fees (direct) | $36,753 |
| Benda, Grace, Stulz & Company, P.C. | Accounting, Direct payment from the plan | $23,400 |
| May Oberfell & Lorber | Legal, Direct payment from the plan | $22,858 |
| Ledbetter Parisi, Llc | Legal, Direct payment from the plan | $11,832 |
| Graphic Sciences, Inc | Other services, Direct payment from the plan | $10,809 |
| Marco Consulting Group | Investment management, Direct payment from the plan | $10,492 |
| Polen Capital Management | Investment advisory (plan), Investment management fees (direct) | $7,337 |