Western Metal Industry Pension Plan
Sponsored by Board Of Trustees, Western Metal Industry Pension Plan · EIN 916033499 · Plan #001
- Total assets
- $1.0B
- Net assets
- $1.0B
- Active participants
- 1,637
- 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 |
|---|---|---|
| Morgan Stanley Investment Management Inc. CRD 110353 | fuzzy_auto · 97% | 2024 |
| Pacific Investment Management Company Llc CRD 104559 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| R.V. Kuhns & Associates, Inc. CRD 18005 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Welfare & Pension Admin Svcs, Inc | Claims processing, Contract administrator, Plan administrator | $1,017,018 |
| Morgan Stanley Investment Mgmt | Investment management, Direct payment from the plan, Investment management fees (direct) | $590,649 |
| Pacific Investment Management Co. | Investment management, Direct payment from the plan, Investment management fees (direct) | $317,507 |
| Barlow Coughran Morales & Josephson | Legal, Direct payment from the plan | $212,227 |
| Milliman Inc | Actuarial, Consulting (pension), Participant communication | $155,166 |
| Dodge & Cox | Investment management, Direct payment from the plan, Investment management fees (direct) | $152,383 |
| R.V. Kuhns & Associates Inc | Investment advisory (plan), Direct payment from the plan | $147,744 |
| Invesco Trust Co. | Investment management, Direct payment from the plan, Investment management fees (direct) | $124,747 |
| U.S. Bank National Association | Custodial (securities), Direct payment from the plan, Float revenue | $91,467 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $44,416 |
| Anastasi Moore & Martin Pllc | Accounting, Direct payment from the plan | $41,475 |
| Bank Of America Merrill Lynch | Other services, Direct payment from the plan | $22,356 |