Joint Pension Fund Of Local Union No 102
Sponsored by Joint Pension Fund Of Local Union No 102 Ibew Board Of Trustees · EIN 221615726 · Plan #001
- Total assets
- $718M
- Net assets
- $718M
- Active participants
- 1,981
- 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 |
|---|---|---|
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
| Weaver C. Barksdale & Associates, Inc. CRD 105098 | fuzzy_auto · 96% | 2024 |
| Sage Advisory Services Ltd Co CRD 106236 | fuzzy_auto · 99% | 2024 |
| Northern Trust Securities, Inc. CRD 7927 | fuzzy_auto · 93% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wcm Focused Intl Growth Fund, Lp | Investment management, Investment management fees (direct) | $394,920 |
| Ie Shaffer And Company | Plan administrator | $345,766 |
| Lazard Asset Management | Investment management, Investment management fees (direct) | $261,182 |
| Weaver C Barksdale And Assoc Inc | Investment management, Investment management fees (direct) | $198,327 |
| Sage Advisory Services | Investment management, Investment management fees (direct) | $155,414 |
| Gw & K Investment Management | Investment management fees (direct) | $136,325 |
| Loomis Sayles Trust Co | Investment management, Investment management fees (direct) | $89,361 |
| Dolan Mceniry Capital Management | Investment management fees (direct) | $87,977 |
| Chartwell Investment Partners Llc | Investment management, Investment management fees (direct) | $86,345 |
| Manning & Napier Advisors Llc | Investment management fees (direct) | $74,995 |
| Keystone 74 Benefits And Admin. Llc | Actuarial | $74,640 |
| Gerson & Assoc., Cpas And Advisors | Accounting | $69,428 |
| Morgan Stanley Graystone | Investment advisory (plan), Securities brokerage, Other services | $62,727 |
| Northern Trust Corporation | Investment management, Investment management fees (direct) | $41,012 |
| Law Offices Of Timothy R Hott Pc | Legal | $18,216 |
| Oransy Scaraggi And Borg Pc | Legal | $18,133 |