Iuoe Local 30 Pension Fund
Sponsored by Bd Of Trustees Iuoe Local 30 Pension Fund · EIN 516045848 · Plan #001
- Total assets
- $367M
- Net assets
- $338M
- Active participants
- 2,514
- 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 |
|---|---|---|
| Lord, Abbett & Co. Llc CRD 110391 | fuzzy_auto · 95% | 2024 |
| Graham Capital Management, L.P. CRD 160925 | fuzzy_auto · 97% | 2024 |
| Whitestar Advisors, Llc CRD 124627 | deterministic · 100% | 2024 |
| Greener Capital Management Llc CRD 269891 | fuzzy_auto · 94% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lord Abbett & Co. | Investment management | $177,084 |
| Comerica Bank & Trust, Na | Investment management, Investment management fees (direct) | $144,405 |
| The Segal Company | Actuarial, Consulting (general), Direct payment from the plan | $132,320 |
| Whitestar Advisors Llc | Investment advisory (plan), Investment management fees (direct) | $117,190 |
| Colleen Brindisi | Employee (plan), Direct payment from the plan | $98,357 |
| Frank D. Greenberg | Employee (plan), Direct payment from the plan | $87,440 |
| Wellington Trust Company Na | Investment management, Investment management fees (direct) | $62,563 |
| Marshall & Moss Payroll Compliance | Accounting, Direct payment from the plan | $62,057 |
| Segal Advisors Inc | Investment advisory (plan), Investment management fees (direct) | $58,000 |
| Barnes,Iaccarino & Shepherd,Llp | Legal, Direct payment from the plan | $52,250 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $50,000 |
| Starfire Printing | Copying and duplicating, Direct payment from the plan | $37,657 |
| Gail Disalvo | Employee (plan), Direct payment from the plan | $29,749 |
| Comprehensive Healthcare Systems In | Recordkeeping, Direct payment from the plan | $23,550 |
| Marshall & Moss, Llp | Accounting, Direct payment from the plan | $12,770 |
| Dynamix Group, Inc. | Recordkeeping, Direct payment from the plan | $6,258 |
| Grosvenor Capital Management Lp | Investment management, Investment management fees (indirect) | $0 |
| Graham Capital Management Lp | Investment management, Investment management fees (indirect) | $0 |