Pension Fund Of Local No. One Of I. A. T. S. E.
Sponsored by Board Of Trustees, Pension Fund Of Local No. One Of I.A.T.S.E. · EIN 136414973 · Plan #001
- Total assets
- $665M
- Net assets
- $658M
- Active participants
- 2,260
- 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 |
|---|---|---|
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| R Squared Bm Llc CRD 308920 | deterministic · 100% | 2024 |
| Meketa Fiduciary Management, Llc CRD 323605 | deterministic · 100% | 2024 |
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
| Intech Investment Management Llc CRD 119232 | deterministic · 100% | 2024 |
| Dimensional Fund Advisors Lp CRD 106482 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jp Morgan Inv. Mgmt. Inc. | Investment advisory (plan), Investment management, Investment management fees (direct) | $709,779 |
| Ullico Investment Advisors Inc. | Investment management, Investment management fees (direct) | $403,147 |
| Bny Mellon Inv Mgmt. Cayman Ltd. | Investment management, Investment management fees (direct) | $299,894 |
| Loomis Sayles And Company | Investment management, Investment management fees (direct), Soft dollars commissions | $289,744 |
| Proskauer Rose Llp | Legal, Direct payment from the plan | $282,594 |
| Holly Ubilla | Employee (plan), Direct payment from the plan | $275,050 |
| Spivak Lipton Llp | Legal, Direct payment from the plan | $160,491 |
| The Segal Company (Eastern States) | Actuarial, Consulting (general), Direct payment from the plan | $150,683 |
| Ducenta Squared Asset Management | Investment management, Investment management fees (direct) | $144,808 |
| Meketa Fiduciary Management, Llc | Investment advisory (plan), Direct payment from the plan | $134,311 |
| Gloria Shea | Employee (plan), Direct payment from the plan | $122,886 |
| Mariann Zappalla | Employee (plan), Direct payment from the plan | $109,891 |
| Colbert Cambran | Employee (plan), Direct payment from the plan | $99,916 |
| Shirley Nelson | Employee (plan), Direct payment from the plan | $84,581 |
| Tina Tatum | Employee (plan), Direct payment from the plan | $84,098 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $81,999 |
| Denise Carmona | Employee (plan), Direct payment from the plan | $77,393 |
| Gallagher Fiduciary Advisors Llc | Investment advisory (plan), Direct payment from the plan | $76,479 |
| Intech Investment Management Llc | Investment management, Investment management fees (direct) | $63,915 |
| Ewelina Abugov | Employee (plan), Direct payment from the plan | $63,401 |
| Comerica Inc | Custodial (securities), Other services, Direct payment from the plan | $55,871 |
| Dimensional Fund Advisors | Investment management, Investment management fees (direct) | $48,334 |
| Pwc Consulting | Investment advisory (plan), Direct payment from the plan | $25,837 |
| Comprehensive Consulting Solutions | Consulting (general), Direct payment from the plan | $18,140 |
| State Street Global Advisors | Custodial (securities), Investment management, Investment management fees (direct) | $15,649 |
| Adeptus Advisors, Llc | Recordkeeping, Direct payment from the plan | $14,050 |
| Syntonic Systems, Inc. | Consulting (general), Direct payment from the plan | $8,424 |
| Pylon Logistics | Other services, Direct payment from the plan | $6,126 |
| 9 To 5 Office Supplies | Other services, Direct payment from the plan | $5,801 |
| Prelude Consulting, Inc. | Consulting (general), Direct payment from the plan | $5,384 |
| Segal Select Insurance Services,Inc | Insurance agents and brokers, Insurance brokerage commissions | $0 |