Western States Insulators And Allied Workers' Pension Plan
Sponsored by Trustees Of W. States Insulators & Allied Workers Pension Fund · EIN 510155190 · Plan #001
- Total assets
- $492M
- Net assets
- $491M
- Active participants
- 3,258
- 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 |
|---|---|---|
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
| Sands Capital Management, Llc CRD 137610 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys Administrators | Contract administrator, Copying and duplicating, Other services | $397,488 |
| Asb Capital Management Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $269,813 |
| Meketa Investment Group, Inc. | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $156,408 |
| Kanye Anderson Rudnick | Investment management, Direct payment from the plan, Soft dollars commissions | $135,656 |
| Cherion, Inc. | Actuarial, Consulting (pension), Direct payment from the plan | $115,697 |
| Withumsmith&Brown, Pc | Accounting, Direct payment from the plan | $89,794 |
| Kraw Law Group, Apc | Legal, Direct payment from the plan | $87,522 |
| Smart Source Llc | Copying and duplicating, Direct payment from the plan | $83,429 |
| Washington Capital | Investment management, Investment management fees (direct), Direct payment from the plan | $70,800 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct), Investment management fees (indirect) | $66,003 |
| Sands Capital Management, Llc | Investment management fees (direct), Investment management, Soft dollars commissions | $43,801 |
| Iron Mountain | Other services, Direct payment from the plan | $21,884 |
| Compliance Verification, Inc | Accounting, Direct payment from the plan | $19,293 |
| Wohlner Kaplon Cutler Halford Rosen | Legal, Direct payment from the plan | $14,562 |
| Fremont Bank | Custodial (other), Direct payment from the plan | $7,893 |
| Stephen Horn Insurance Services | Insurance brokerage commissions | $0 |