Asbestos Workers Local 42 Pension Fund
Sponsored by Asbestos Workers Local 42 Pension Fund · EIN 516011235 · Plan #001 · Southeastern, PA
- Total assets
- $38.7M
- Net assets
- $38.7M
- Active participants
- 113
- 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 |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Wedge Capital Management Llp CRD 106234 | deterministic · 100% | 2024 |
| Great Lakes Advisors, Llc CRD 110757 | deterministic · 100% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions Inc | Contract administrator, Direct payment from the plan | $62,959 |
| Investment Performance Services | Direct payment from the plan, Investment advisory (plan) | $50,000 |
| Wedge Capital Management Llp | Investment management, Investment management fees (direct) | $30,794 |
| Mckeogh Company | Direct payment from the plan, Actuarial | $30,400 |
| Amalgamated Bank Of Chicago | Investment management | $28,480 |
| Bacheler & Company Pc | Direct payment from the plan, Accounting | $21,193 |
| Meranze Katz & Gaudioso Pc | Direct payment from the plan, Legal | $20,005 |
| Great Lakes Advisors | Investment management, Investment management fees (direct) | $17,531 |
| Amalgamated Bank (Custodian) | Direct payment from the plan, Custodial (securities) | $12,770 |
| Chartwell Investment Partners | Investment management fees (direct), Investment management | $5,961 |