Automotive Industries Pension Plan
Sponsored by Board Of Trustees Automotive Industries Pension Plan · EIN 941133245 · Plan #001
- Total assets
- $2.1B
- Net assets
- $2.1B
- Active participants
- 2,999
- 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 |
|---|---|---|
| Mcmorgan & Company Llc CRD 115060 | fuzzy_auto · 94% | 2024 |
| Polen Capital Management, Llc CRD 106093 | deterministic · 100% | 2024 |
| Aristotle Capital Management, Llc CRD 109876 | deterministic · 100% | 2024 |
| Fiera Capital Inc. CRD 113638 | deterministic · 100% | 2024 |
| Silvercrest Asset Management Group Llc CRD 118333 | fuzzy_auto · 96% | 2024 |
| Mackay Shields Llc CRD 107717 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Foundry Partners Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,516,225 |
| Health Services & Benefit Administr | Claims processing, Contract administrator, Recordkeeping | $1,430,205 |
| Mcmorgan & Company | Investment management, Investment management fees (direct) | $1,207,485 |
| Graystone Consulting/Morgan Stanley | Investment advisory (plan), Named fiduciary, Securities brokerage | $933,286 |
| Polen Capital Management, Llc | Investment management, Investment management fees (direct) | $448,626 |
| Aristotle Capital Management, Llc | Investment management, Investment management fees (direct) | $264,440 |
| Fiera Capital Inc. | Investment management, Investment management fees (direct) | $247,215 |
| The Segal Company | Actuarial, Consulting (pension), Direct payment from the plan | $245,093 |
| Silvercrest Asset Mgmt Group Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $226,823 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $224,803 |
| Insight Investment | Direct payment from the plan | $224,662 |
| Saltzman & Johnson Law Corporation | Legal, Direct payment from the plan | $144,689 |
| Charles Besocke | Consulting (general), Direct payment from the plan | $73,800 |
| Amalgamated Bank | Custodial (securities), Direct payment from the plan, Investment management fees (direct) | $50,225 |
| Abel Noser Solutions Llc | Investment advisory (plan), Direct payment from the plan | $28,875 |
| Roadrunner Mailing Services | Recordkeeping, Direct payment from the plan | $28,165 |
| Fremont Bank | Custodial (other), Direct payment from the plan | $14,940 |
| Mackay Shields Llc | Investment management, Investment management fees (indirect) | $0 |
| Nfp | Insurance agents and brokers, Insurance brokerage commissions | $0 |