Southeastern Carpenters And Millwrights Pension Plan
Sponsored by Jt Bd Of Trustees Of Southeastern Carp And Millwrights Pension Plan · EIN 586080306 · Plan #002
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024 · Age/service weighted or new comparability
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 97% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Barrow, Hanley, Mewhinney & Strauss, Llc CRD 105519 | fuzzy_auto · 98% | 2024 |
| Blackstone Infrastructure Advisors L.L.C. CRD 289751 | fuzzy_auto · 95% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Eagle Asset Management Inc CRD 110653 | deterministic · 100% | 2024 |
| Pacific Income Advisers Inc CRD 104719 | fuzzy_auto · 98% | 2024 |
| Mackay Shields Llc CRD 107717 | deterministic · 100% | 2024 |
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
| Atlanta Capital Management Company, L.L.C. CRD 116719 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Loomis, Sayles & Company, L.P. | Investment management | $178,609 |
| Ullico Investment Advisors | Custodial (securities), Investment management | $167,422 |
| Barrow, Hanley, Mewhinney & Strauss | Investment management | $110,536 |
| Crescent Credit Solutions | Custodial (securities), Investment management | $104,665 |
| Southern Benefit Administrators | Plan administrator | $80,125 |
| Blackstone Infrastructure | Custodial (securities), Investment management | $50,312 |
| Eagle Asset Management | Investment management | $44,239 |
| Pacific Income Advisors | Investment management | $38,753 |
| Asb Capital Management, Llc | Investment management | $35,401 |
| Mackay Shields | Investment management | $33,632 |
| Reynolds Consulting Services | Investment advisory (plan) | $32,319 |
| Daniels, Irwin & Aylor Cpas | Accounting | $31,775 |
| Arnall Golden Gregory | Legal | $29,420 |
| Prudential Financial | Custodial (securities), Investment management | $28,124 |
| Atlanta Capital Management | Investment management | $23,126 |
| Amalgamated Bank | Custodial (securities), Investment management | $18,706 |
| Ziegler | Investment management | $16,217 |
| The Youngdahl Law Firm P.C. | Legal | $6,250 |