Road Carriers Local 707 Pension Fund
Sponsored by Board Of Trustees Of The Road Carriers Local 707 Pension Fund · EIN 516106510 · Plan #001
- Total assets
- $664M
- Net assets
- $663M
- Active participants
- 133
- With balances
- 0
Plan year beginning 02/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sun Life Capital Management (U.S.) Llc CRD 109684 | deterministic · 100% | 2024 |
| Great Lakes Advisors, Llc CRD 110757 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
| Sage Financial Group Inc. CRD 116574 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Slc Management, Llc | Investment management, Investment management fees (direct) | $362,457 |
| Road Carriers Local 707 Welfare Fd | Other services, Direct payment from the plan | $281,282 |
| Great Lakes Advisors | Investment management, Investment management fees (direct) | $245,943 |
| Groom Law Group, Chartered | Legal, Direct payment from the plan | $239,010 |
| Pimco | Investment management, Investment management fees (direct) | $163,225 |
| Loomis Sayles And Co., Lp | Investment management, Investment management fees (direct) | $140,186 |
| Boyd Watterson Asset Management Llc | Investment management, Investment management fees (direct) | $114,729 |
| Bank Of New York Mellon | Custodial (securities), Direct payment from the plan, Investment management | $103,427 |
| Cary Kane Llp | Legal, Direct payment from the plan | $102,896 |
| Sage Financial Group, Llc | Investment management, Investment management fees (direct) | $99,454 |
| Morgan Lewis Bockius | Legal, Direct payment from the plan | $95,827 |
| Morgan Stanley Smith Barney Llc | Investment management, Investment management fees (direct) | $82,493 |
| O'sullivan & Associates | Actuarial, Consulting (general), Direct payment from the plan | $73,215 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $55,000 |
| Prager Metis | Accounting, Direct payment from the plan | $54,107 |
| Vincent Cordato | Employee (plan), Direct payment from the plan | $23,804 |
| Local 707, Ibt | Other services, Direct payment from the plan | $22,576 |
| Bridgeway Benefit Technologies Llc | Recordkeeping, Direct payment from the plan | $16,817 |
| Perfect Printing Solutions, Inc. | Copying and duplicating, Direct payment from the plan | $11,851 |