Northern California Pipe Trades Pension Plan
Sponsored by Board Of Trustees Northern Cali. Pipe Trades Pension Trust · EIN 943190386 · Plan #001
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 2,266
- 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 |
|---|---|---|
| Sands Capital Management, Llc CRD 137610 | deterministic · 100% | 2024 |
| Metropolitan West Asset Management Llc CRD 104571 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Eagle Asset Management Inc CRD 110653 | deterministic · 100% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Voya Investments, Llc CRD 111091 | fuzzy_auto · 95% | 2024 |
| Aristotle Pacific Capital, Llc CRD 298050 | deterministic · 100% | 2024 |
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| U.A. Local 342 Joint Mgmt Coop Com | Contract administrator, Direct payment from the plan | $1,066,724 |
| The Union Labor Life Insurance Comp | Investment management, Investment management fees (direct), Soft dollars commissions | $833,902 |
| Jpmorgan Investment Management, Inc | Investment advisory (plan), Investment management, Direct payment from the plan | $608,650 |
| Sands Capital Management, Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $384,571 |
| Metropolitan West Asset Management | Investment management, Investment management fees (direct), Investment management fees (indirect) | $321,578 |
| Dodge & Cox | Investment management, Investment management fees (direct), Investment management fees (indirect) | $310,979 |
| Eagle Asset Management | Investment management, Investment management fees (direct), Investment management fees (indirect) | $216,089 |
| Verus Advisory, Inc. | Investment advisory (plan), Direct payment from the plan | $200,000 |
| Washington Capital Management, Inc. | Investment management, Investment management fees (direct) | $148,887 |
| Northwest Plan Services | Actuarial, Consulting (pension), Direct payment from the plan | $131,100 |
| Voya Investment Trust Company | Investment management, Investment management fees (direct), Investment management fees (indirect) | $88,959 |
| Aristotle Pacific Capital, Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $81,844 |
| Comerica Bank | Custodial (securities), Other investment fees and expenses | $70,966 |
| Neyhart, Anderson, Flynn & Grosboll | Legal, Direct payment from the plan | $38,726 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $38,368 |
| Suburban Press | Copying and duplicating, Other services, Direct payment from the plan | $34,187 |
| Print2 Assist, Inc. | Copying and duplicating, Direct payment from the plan | $20,730 |
| Fremont Bank | Custodial (other), Direct payment from the plan | $19,632 |
| Lifestatus360, Llc | Other services, Direct payment from the plan | $13,717 |
| Bridgeway Benefit Technologies | Other services, Direct payment from the plan | $6,639 |
| Miller Kaplan Arase, Llp | Other services, Direct payment from the plan | $6,500 |
| Bny Mellon | Investment management, Investment management fees (direct), Investment management fees (indirect) | $3,586 |
| The Vanguard Group, Inc. | Investment management, Investment management fees (direct), Investment management fees (indirect) | $706 |
| Stephen Horn Insurance Services | Insurance brokerage commissions | $0 |