Service Employees International Union Local 32 Bj, District 36 Building Operators Pension Trust Fund
Sponsored by Bd Of Tees Of Seiu Local 32 Bj, Dis 36 Bolr Pension Trust Fund · EIN 236546776 · Plan #001
- Total assets
- $143M
- Net assets
- $143M
- Active participants
- 2,344
- 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 |
|---|---|---|
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
| Stepstone Group Lp CRD 143635 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Local 36 Operating Account | Contract administrator, Direct payment from the plan | $619,056 |
| Jp Morgan | Investment management, Investment management fees (direct) | $213,566 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $162,580 |
| Prudential Insurance Co Of America | Investment management, Investment management fees (direct), Other investment fees and expenses | $87,016 |
| Cbiz Retirement Plan Services | Actuarial, Direct payment from the plan | $84,735 |
| Pnc Bank | Custodial (securities), Investment management fees (direct), Float revenue | $79,852 |
| Meketa Investment Group | Investment management, Investment management fees (direct) | $65,077 |
| Spear Wilderman P.C. | Legal, Direct payment from the plan | $52,898 |
| Stevens & Lee P.C. | Legal, Direct payment from the plan | $50,370 |
| Sarah Millinghousen | Employee (plan), Direct payment from the plan | $41,064 |
| John Rongione | Employee (plan), Direct payment from the plan | $38,520 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $37,988 |
| Fiduciary Management, Inc. | Investment management fees (direct), Soft dollars commissions | $36,287 |
| Judy O'meara | Employee (plan), Direct payment from the plan | $33,180 |
| Cynthia Leahy | Employee (plan), Direct payment from the plan | $31,241 |
| Linda Mccullough | Employee (plan), Direct payment from the plan | $31,046 |
| Maria Grillo | Employee (plan), Direct payment from the plan | $29,642 |
| Veronica Moore | Employee (plan), Direct payment from the plan | $25,543 |
| Tyema Sanchez | Employee (plan), Direct payment from the plan | $25,539 |
| Cordicate It, Llc | Other services, Direct payment from the plan | $22,546 |
| Proforma Industries | Copying and duplicating, Direct payment from the plan | $17,468 |
| Blackrock Investments | Investment management, Investment management fees (direct) | $11,018 |
| Bluewater Consulting Group | Recordkeeping, Direct payment from the plan | $10,308 |
| Change Healthcare | Recordkeeping, Direct payment from the plan | $7,649 |
| Stepstone Group Lp | Investment management, Investment management fees (indirect) | $6,909 |
| Pension Benefit Information | Consulting (pension), Direct payment from the plan | $5,718 |
| The Bettinger Company, Inc. | Other services, Direct payment from the plan | $5,376 |