Apartment Employees' Pension Trust
Sponsored by Apartment Employees' Pension Trust · EIN 946069859 · Plan #001
- Total assets
- $31.5M
- Net assets
- $31.5M
- Active participants
- 522
- 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 |
|---|---|---|
| Intercontinental Real Estate Corporation CRD 112332 | fuzzy_auto · 96% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Rbc Global Asset Management (U.S.) Inc. CRD 107173 | fuzzy_auto · 96% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pacific Southwest Administrators | Contract administrator, Direct payment from the plan | $93,315 |
| Rael & Letson | Actuarial, Consulting (pension), Direct payment from the plan | $92,960 |
| Intercontinental (U.S. Real Estate) | Investment management, Investment management fees (direct) | $61,728 |
| Investment Performance Services | Consulting (general), Investment advisory (plan), Direct payment from the plan | $50,000 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $49,159 |
| Rbc Global Asset Management | Investment management, Investment management fees (direct) | $47,410 |
| Weinberg Roger & Rosenfield | Legal, Direct payment from the plan | $45,392 |
| Us Bank | Custodial (other), Investment management fees (direct), Float revenue | $28,575 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $23,902 |
| Boyd Watterson Asset Management Llc | Investment management, Investment management fees (direct) | $20,751 |
| National Compliance Services | Accounting, Direct payment from the plan | $10,723 |
| Amalgamated Bank Of Chicago | Trustee (institutional), Direct payment from the plan | $9,278 |