Cmta Gmpp & Allied Workers Local 164 B Pension Trust
Sponsored by Jt. Board Of Trustees Cmta Gmpp & Allied Workers Local 164 B Pension · EIN 946129501 · Plan #001
- Total assets
- $118M
- Net assets
- $118M
- Active participants
- 88
- 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 |
|---|---|---|
| Alan D Biller & Associates, Inc. CRD 105283 | 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 |
|---|---|---|
| Benesys Administrators | Contract administrator, Copying and duplicating, Direct payment from the plan | $233,236 |
| Alan Biller And Associates, Inc | Investment advisory (plan), Direct payment from the plan | $193,309 |
| The Segal Company (Western States) | Actuarial, Consulting (pension), Direct payment from the plan | $158,129 |
| Trucker Huss, Apc | Legal, Direct payment from the plan | $78,322 |
| Saltzman & Johnson Law Corporation | Legal, Direct payment from the plan | $76,769 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $57,348 |
| U.S. Bank | Custodial (securities), Investment management fees (direct), Investment management fees (indirect) | $45,826 |
| Blackrock Institutional Trust, N.A. | Trustee (institutional), Trustee (discretionary), Investment management | $15,598 |
| Iron Mountain, Inc. | Other services, Direct payment from the plan | $14,326 |
| Comerica Bank | Custodial (securities), Other services, Direct payment from the plan | $11,965 |
| Smart Source Llc | Copying and duplicating, Direct payment from the plan | $11,075 |
| Loomis Sayles & Co., Lp | Investment management, Investment management fees (direct) | $8,911 |
| Fremont Bank | Custodial (other), Direct payment from the plan | $8,505 |