Eastern Atlantic States Carpenters Annuity Fund
Sponsored by Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund · EIN 222406812 · Plan #002
- Total assets
- $2.2B
- Net assets
- $2.2B
- Active participants
- 14,943
- With balances
- 34,950
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Partial participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lord, Abbett & Co. Llc CRD 110391 | fuzzy_auto · 95% | 2024 |
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Great Lakes Advisors, Llc CRD 110757 | deterministic · 100% | 2024 |
| Wedge Capital Management Llp CRD 106234 | 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 |
|---|---|---|
| Lord Abbett & Co. Llc | Investment management, Investment management fees (direct) | $437,152 |
| Foundry Partners Llc | Investment management, Investment management fees (direct) | $408,708 |
| Sierra Investment Partners Inc. | Investment management, Investment management fees (direct) | $386,883 |
| Hardman Johnston Global Advisors | Investment management, Investment management fees (direct) | $372,905 |
| Loomis Sayles & Company Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $352,092 |
| Investment Performance Services Llc | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $315,060 |
| Great Lakes Advisors Llc | Investment management, Investment management fees (direct) | $305,255 |
| Wedge Capital Management Llp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $241,319 |
| Bank Of New York Mellon | Custodial (securities), Investment management, Other services | $158,800 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $103,621 |
| Chartwell Investment Partners, Llc | Investment management, Investment management fees (direct) | $103,437 |
| Piotr Tonia | Employee (plan), Direct payment from the plan | $94,045 |
| Jacqueline Ervin | Employee (plan), Direct payment from the plan | $79,274 |
| Eric Scheckler | Employee (plan), Direct payment from the plan | $75,689 |
| Joseph Obuchowicz | Employee (plan), Direct payment from the plan | $56,291 |
| Ryan Sica | Employee (plan), Direct payment from the plan | $56,013 |
| Angelica Stanojlovic | Employee (plan), Direct payment from the plan | $52,396 |
| Ian Ruegg | Employee (plan), Direct payment from the plan | $51,314 |
| Sara Molina | Employee (plan), Direct payment from the plan | $45,494 |
| Merrilyn Guardino | Employee (plan), Direct payment from the plan | $45,468 |
| Susanin Widman & Brennan Pc | Legal, Direct payment from the plan | $42,358 |
| Mary Gordon | Employee (plan), Direct payment from the plan | $41,731 |
| Jason Gerow | Employee (plan), Direct payment from the plan | $39,820 |
| Jaret Grann | Employee (plan), Direct payment from the plan | $39,666 |
| Stephanie Abass Shereef | Employee (plan), Direct payment from the plan | $35,295 |
| Robert A Pauro | Employee (plan), Direct payment from the plan | $33,717 |
| Kroll Heineman Ptasiewicz & Parsons | Legal, Direct payment from the plan | $27,064 |
| David Letushko | Employee (plan), Direct payment from the plan | $26,414 |
| Evelyn Kustra | Employee (plan), Direct payment from the plan | $26,383 |
| Richard Kennedy | Employee (plan), Direct payment from the plan | $25,682 |
| Debbie Kwiatek | Employee (plan), Direct payment from the plan | $25,529 |