Pension Plan Of The Iuoe Local 137 137 A 137 B 137 C 137 R, Afl Cio
Sponsored by Bd Of Trustees Pension Plan Of The Iuoe 137 137 A 137 B 137 C 137 R Aflcio · EIN 131825849 · Plan #001
- Total assets
- $272M
- Net assets
- $270M
- Active participants
- 608
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Stacey Braun Associates Inc CRD 105056 | deterministic · 100% | 2024 |
| Congress Asset Management Company, Llp CRD 105161 | fuzzy_auto · 97% | 2024 |
| Pinnacle Associates, Ltd. CRD 110631 | deterministic · 100% | 2024 |
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
| Sage Advisory Services Ltd Co CRD 106236 | deterministic · 100% | 2024 |
| Insight North America Llc CRD 145995 | deterministic · 100% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stacey Braun Associates, Inc. | Investment management, Investment management fees (direct), Investment management fees (indirect) | $359,234 |
| Bank Of New York Mellon | Custodial (securities), Investment management fees (direct), Investment management fees (indirect) | $219,145 |
| Congress Asset Management Company | Investment management, Investment management fees (direct), Investment management fees (indirect) | $92,676 |
| Pinnacle Associates Ltd. | Investment management, Investment management fees (direct) | $84,978 |
| Schultheis & Panettieri Llp | Accounting, Direct payment from the plan | $81,050 |
| Lazard Asset Management | Investment management, Investment management fees (direct), Investment management fees (indirect) | $68,399 |
| Basil Castrovinci Associates Inc. | Actuarial, Direct payment from the plan | $57,036 |
| Sage Advisory Services, Ltd. Co. | Investment management, Investment management fees (direct) | $52,534 |
| Insight North America Llc | Investment management, Investment management fees (direct) | $46,402 |
| Wells Fargo Advisors, Llc | Investment advisory (plan), Investment management fees (direct) | $38,000 |
| Robert M. Cheverie & Assoc., P.C. | Legal, Direct payment from the plan | $30,000 |
| Clarke & Sampson, Inc. | Insurance agents and brokers, Insurance brokerage commissions | $0 |