District Council 82 Painting Industry Pension Plan
Sponsored by Trustees Of District Council 82 Painting Industry Pension Plan · EIN 900585687 · Plan #001
- Total assets
- $319M
- Net assets
- $319M
- Active participants
- 920
- 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 |
|---|---|---|
| Zacks Investment Management, Inc. CRD 110897 | deterministic · 100% | 2024 |
| Mairs And Power Inc CRD 110351 | fuzzy_auto · 97% | 2024 |
| Whitestar Advisors, Llc CRD 124627 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Dearborn Partners L.L.C. CRD 108147 | fuzzy_auto · 95% | 2024 |
| Standard Valuations Inc CRD 112413 | deterministic · 100% | 2024 |
| Deprince, Race & Zollo, Inc. CRD 112099 | fuzzy_auto · 97% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zacks Investment Management | Investment management | $138,637 |
| Wilson Mcshane Corporation | Accounting, Contract administrator, Recordkeeping | $120,000 |
| Union Bank & Trust | Custodial (securities), Account maintenance fees | $112,359 |
| The Mckeogh Company | Actuarial | $105,000 |
| Mairs & Power, Inc. | Investment management, Soft dollars commissions | $92,608 |
| Manning & Napier | Investment management | $88,461 |
| Whitestar Advisors, Llc | Investment management, Investment management fees (direct) | $82,910 |
| National Investment Services | Investment management | $80,754 |
| Asb Capital Management, Llc | Investment management | $79,086 |
| Shumaker, Loop & Kendrick, Llp | Legal | $68,656 |
| Dearborn Partners | Investment management | $68,236 |
| Standard Valuations, Inc. | Investment advisory (plan) | $60,467 |
| Deprince, Race, & Zollo, Inc. | Investment management, Soft dollars commissions | $60,350 |
| Chartwell Investment Partners | Investment management | $35,045 |
| Legacy Professionals Llp | Accounting | $27,250 |
| Boyd Watterson | Investment management | $15,902 |
| Fr Secure | Consulting (general) | $6,279 |