Western States Carpenters Pension Plan
Sponsored by Joint Board Of Trustees Western States Carpenters Pension Plan · EIN 956042875 · Plan #001 · Los Angeles, CA
- Total assets
- $11.3B
- Net assets
- $11.3B
- Active participants
- 69,363
- 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 |
|---|---|---|
| Alan D Biller & Associates, Inc. CRD 105283 | fuzzy_auto · 97% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Yousif Capital Management, Llc CRD 312511 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Carpenters Southwest Admin Corp. | Contract administrator | $6,991,036 |
| Washington Capital | Investment management fees (direct), Investment management | $2,171,358 |
| Shanley Apc | Legal | $1,304,839 |
| Alan D. Biller & Associates | Investment advisory (plan), Investment management | $972,500 |
| Cheiron, Inc | Actuarial | $882,223 |
| Nossaman Llp | Legal | $617,196 |
| Dodge & Cox | Investment management, Investment management fees (direct) | $419,084 |
| Us Bank | Custodial (securities), Investment management fees (indirect) | $390,978 |
| Jpmorgan Chase Bank, National Assoc | Investment management, Investment advisory (plan), Trustee (discretionary) | $352,462 |
| Calibre Cpa Group, Pllc | Accounting | $261,620 |
| Invesco Trust Company | Investment management, Investment management fees (direct), Investment management fees (indirect) | $213,399 |
| Bridgeway Benefit Technologies | Other services, Other fees, Other commissions | $211,786 |
| Yousif Capital Management | Investment management | $100,242 |
| Blackrock Institutional Trust Co. | Investment management, Investment management fees (direct), Direct payment from the plan | $97,984 |
| Zelis Payment Holdings (Red Card) | Other services | $64,727 |
| Union Press | Other services | $63,786 |
| Asb Capital Management Llc | Investment management | $23,913 |
| Curtis Conyers | Trustee (individual) | $18,358 |
| Wpas Inc | Plan administrator | $13,266 |
| Manatt, Phelps & Philipps Llc | Legal | $13,217 |
| Westcoast Archives | Other services | $11,407 |
| Lexis Nexis, A Division Of Relx | Other services | $5,488 |