Shopmen Local Union 502 Pension Plan
Sponsored by Shopmen Iron Workers Local 502 Board Of Trustees Pension Fund · EIN 236529457 · Plan #001
- Total assets
- $75.2M
- Net assets
- $75.1M
- Active participants
- 227
- 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 |
|---|---|---|
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
| Idr Investment Management, Llc CRD 286208 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Segal Company | Actuarial, Insurance agents and brokers, Direct payment from the plan | $52,200 |
| Graystone Consulting Morgan Stanley | Investment advisory (plan), Other investment fees and expenses, Direct payment from the plan | $35,000 |
| Doreen Friel | Employee (plan), Direct payment from the plan | $30,800 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $26,433 |
| Brown & Connery | Legal, Direct payment from the plan | $23,403 |
| Pnc Bank N.A. | Recordkeeping, Custodial (other), Custodial (securities) | $20,735 |
| Fischer Dorwart, P.C. | Accounting, Direct payment from the plan | $17,505 |
| Boston Partners | Investment advisory (plan), Other investment fees and expenses, Direct payment from the plan | $16,693 |
| Idr Investment Management | Investment management, Investment management fees (direct) | $13,467 |
| National Investment Services | Investment advisory (plan), Other investment fees and expenses, Direct payment from the plan | $8,859 |