Usw District 10, Local 286, Pension Plan
Sponsored by Board Of Trustees Usw District 10,Local 286, · EIN 230630051 · Plan #001
- Total assets
- $72.2M
- Net assets
- $72.2M
- Active participants
- 0
- 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 |
|---|---|---|
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | fuzzy_auto · 98% | 2024 |
| Great Lakes Advisors, Llc CRD 110757 | deterministic · 100% | 2024 |
| Wedge Capital Management Llp CRD 106234 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usw District 10 Local 286 Union | Plan administrator, Direct payment from the plan | $471,433 |
| Boyd Watterson Asset Management | Investment management, Investment management fees (direct) | $122,568 |
| Chartwell Investment Partners Llc | Investment management, Investment management fees (direct) | $70,575 |
| Investment Performance Services, Ll | Investment management, Investment management fees (direct) | $50,000 |
| Spear Wilderman, P.C. | Legal, Direct payment from the plan | $32,000 |
| Sobol Law Group P.C. | Legal, Direct payment from the plan | $32,000 |
| Great Lakes Advisors, Llc | Investment management, Investment management fees (direct) | $28,467 |
| Wedge Capital Management, Llp | Investment management, Investment management fees (direct) | $27,938 |
| Cbiz, Inc. | Actuarial, Direct payment from the plan | $23,575 |
| Asb Capital Management, Llc | Investment management, Investment management fees (direct) | $21,546 |
| Novak Francella Llc | Accounting | $17,514 |
| Xpan Law Partners, Llc | Consulting (general), Direct payment from the plan | $10,800 |
| Chevy Chase Trust Company | Investment management, Investment management fees (direct) | $10,773 |
| Us Bank National Association | Direct payment from the plan, Other investment fees and expenses | $7,257 |
| Carlo Simone Iii | Employee (plan), Other fees | $0 |