Transit Management Of Southeast Louisiana, Inc. Retirement Income Plan
Sponsored by Transit Management Of Southeast Louisiana, Inc. · EIN 720956036 · Plan #001 · New Orleans, LA
- Total assets
- $180M
- Net assets
- $172M
- Active participants
- 0
- 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 |
|---|---|---|
| Mariner Institutional, Llc CRD 111964 | deterministic · 100% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
| Seizert Capital Partners, Llc CRD 108954 | deterministic · 100% | 2024 |
| Kennedy Capital Management Llc CRD 105834 | deterministic · 100% | 2024 |
| Newton Investment Management North America Llc CRD 312937 | fuzzy_auto · 98% | 2024 |
| Xponance Llc CRD 111126 | deterministic · 100% | 2024 |
| Schroder Investment Management North America Inc CRD 105820 | fuzzy_auto · 95% | 2024 |
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mariner Institutional, Llc | Investment management | $187,500 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $117,962 |
| Weiler & Rees | Legal | $104,776 |
| Gulf Coast Bank & Trust | Custodial (securities) | $103,059 |
| Allspring Global Investments | $102,527 | |
| Boyd Watterson Asset Management Llc | Investment management, Investment management fees (direct) | $95,519 |
| Foster & Foster, Inc. | Actuarial | $88,901 |
| Pension Technology Group | Recordkeeping | $75,000 |
| Seizert Capital Partners Llc | Investment management | $69,752 |
| Kennedy Capital Management Inc | Investment management | $68,625 |
| Newton Investment Management North | Investment management | $64,852 |
| Duplantier Hrapmann Hogan & Maher L | Accounting | $43,950 |
| Marcia Alsandor | $41,958 | |
| Xponance, Inc. | Investment management | $39,888 |
| Mesirow Financial | Investment management | $38,732 |
| Curtis A Moret Jr Llc | Accounting | $11,880 |
| Kaydreyon Bowman | Employee (plan) | $11,357 |
| Schroders Investment Management Nor | Investment management | $9,327 |
| Lazard Asset Management | Investment management | $7,249 |
| Invesco Trust Company | Investment management | $0 |