Excavators Union Local 731 Pension Fund
Sponsored by Excavators Union Pension Fund Loca · EIN 131809825 · Plan #002
- Total assets
- $3.0B
- Net assets
- $3.0B
- Active participants
- 5,553
- 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 |
|---|---|---|
| Alliancebernstein Corporation CRD 107445 | fuzzy_auto · 99% | 2024 |
| Atalanta Sosnoff Capital, Llc CRD 104880 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wedge Capital Mgmt | Investment management, Investment management fees (direct), Soft dollars commissions | $1,224,588 |
| Atalanta Sosnoff Capital Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $1,134,029 |
| Martingale | Investment management, Direct payment from the plan | $1,011,741 |
| Stacey Braun | Investment management, Investment management fees (direct), Soft dollars commissions | $889,604 |
| Bhms | Investment management, Investment management fees (direct), Soft dollars commissions | $813,185 |
| Prudential Trust Co (Pgim) | Investment management, Investment management fees (direct), Soft dollars commissions | $615,363 |
| Pimco | Investment management, Investment management fees (direct), Soft dollars commissions | $543,113 |
| Alliance Bernstein | Investment management, Investment management fees (direct), Soft dollars commissions | $534,195 |
| Jp Morgan | Custodial (securities), Direct payment from the plan | $451,259 |
| Melvin Feder | Legal, Direct payment from the plan | $333,060 |
| M Key Ii | Employee (plan), Direct payment from the plan | $262,717 |
| Castiglia Llp | Accounting, Recordkeeping, Direct payment from the plan | $243,970 |
| P D'abbraccio | Employee (plan), Direct payment from the plan | $230,627 |
| The Segal Company | Actuarial, Direct payment from the plan | $205,992 |
| M Reid | Employee (plan), Direct payment from the plan | $183,175 |
| A Todaro | Employee (plan), Direct payment from the plan | $171,138 |
| A D'abbraccio | Employee (plan), Direct payment from the plan | $133,180 |
| C Nethaway | Employee (plan), Direct payment from the plan | $132,204 |
| M Holguin | Employee (plan), Direct payment from the plan | $106,932 |
| M Cavallo | Employee (plan), Direct payment from the plan | $104,163 |
| M Fernandez | Employee (plan), Direct payment from the plan | $103,011 |
| A Piciullo | Employee (plan), Direct payment from the plan | $100,152 |
| Adp | Recordkeeping, Direct payment from the plan | $99,499 |
| R Jablonowski | Employee (plan), Direct payment from the plan | $89,474 |
| Merrill Lynch | Investment advisory (plan), Direct payment from the plan | $85,500 |
| A Riley | Employee (plan), Direct payment from the plan | $84,117 |
| A Guarderas | Employee (plan), Direct payment from the plan | $70,684 |
| M Simone | Employee (plan), Direct payment from the plan | $67,571 |
| C Chinapen | Employee (plan), Direct payment from the plan | $66,679 |
| J Vardoulias | Employee (plan), Direct payment from the plan | $65,560 |
| J Crespo | Employee (plan), Direct payment from the plan | $63,362 |
| R Fernandez | Employee (plan), Direct payment from the plan | $47,308 |
| Bridgeway Benefit Tech | Other services, Direct payment from the plan | $45,048 |
| Premier Technology Solutions | Other services, Direct payment from the plan | $40,746 |
| Syntonic Systems | Other services, Direct payment from the plan | $13,530 |
| 3 P Admin Solutions | Recordkeeping, Direct payment from the plan | $13,200 |
| Stephen O'beirne | Consulting (general), Direct payment from the plan | $9,934 |
| Lerner Law Firm | Legal, Direct payment from the plan | $7,995 |
| Union Networking | Other services, Direct payment from the plan | $5,819 |