Bac Local No. 1 Washington Pension Trust
Sponsored by Bac Local No. 1 Washington Pension Trust · EIN 916091466 · Plan #001
- Total assets
- $163M
- Net assets
- $163M
- Active participants
- 737
- 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 |
|---|---|---|
| Rbc Global Asset Management (U.S.) Inc. CRD 107173 | fuzzy_auto · 98% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Becker Capital Management Inc CRD 110489 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Washington Capital Management Inc | Direct payment from the plan, Investment management fees (direct) | $198,642 |
| Rbc Global Asset Management Us, Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $153,577 |
| Hamilton Lane | Consulting (general), Investment advisory (plan), Direct payment from the plan | $125,026 |
| Loomis Sayles & Company Lp | Direct payment from the plan, Investment management fees (direct) | $116,092 |
| Northwest Administrators, Inc. | Contract administrator, Direct payment from the plan, Accounting | $98,278 |
| Investment Performance Services | Consulting (general), Investment advisory (plan), Direct payment from the plan | $97,500 |
| Rael & Letson | Actuarial, Consulting (pension), Direct payment from the plan | $88,594 |
| Chartwell Investment Partners, Llc | Investment management, Named fiduciary, Direct payment from the plan | $76,316 |
| Barlow Coughran Morales & Josephson | Legal, Direct payment from the plan | $47,049 |
| Propel Insurance | Insurance brokerage commissions, Consulting (general), Insurance agents and brokers | $41,096 |
| Becker Capital Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $31,998 |
| Anastasi Moore & Martin | Accounting, Direct payment from the plan | $23,545 |
| Foundry Partners Llc | Insurance agents and brokers, Direct payment from the plan | $21,679 |
| Wedge Capital Management Llp | Insurance agents and brokers, Direct payment from the plan | $21,143 |
| Us Bank, N.A. | Custodial (securities), Direct payment from the plan | $20,919 |
| New Tower Trust Company | Consulting (general), Investment advisory (plan), Direct payment from the plan | $12,006 |
| Wells Fargo Bank, N.A. | Custodial (securities), Direct payment from the plan | $10,935 |