International Brotherhood Of Electrical Workers Local Union 98 Pension Plan
Sponsored by Board Of Trustees International Brotherh Electrical Workers Pension Pl · EIN 231990722 · Plan #001
- Total assets
- $624M
- Net assets
- $623M
- Active participants
- 2,508
- 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 |
|---|---|---|
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Harbourvest Partners, Llc CRD 109846 | deterministic · 100% | 2024 |
| Pinnacle Asset Management, L.P. CRD 126487 | fuzzy_auto · 97% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
| National Real Estate Advisors, Llc CRD 148615 | deterministic · 100% | 2024 |
| Nb Alternatives Advisers Llc CRD 149822 | deterministic · 100% | 2024 |
| Pinnacle Associates, Ltd. CRD 110631 | fuzzy_auto · 96% | 2024 |
| Blackrock Investment Management, Llc CRD 108928 | fuzzy_auto · 99% | 2024 |
| Goodwin Capital Advisers, Inc. CRD 108290 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lsv Asset Management | Investment management, Investment management fees (direct) | $548,445 |
| Ullico Investment Advisors Inc | Investment management, Investment management fees (direct) | $291,321 |
| Cheiron,Inc. | Actuarial, Direct payment from the plan | $185,303 |
| Frank M. Vacarro & Associates | Contract administrator, Recordkeeping fees, Direct payment from the plan | $153,271 |
| National Real Estate Advisors Llc | Investment management, Investment management fees (direct) | $128,903 |
| Cleary, Josem & Trigiani Llp | Legal, Direct payment from the plan | $109,602 |
| Union Labor Life Insurance Company | Investment management, Investment management fees (direct), Other investment fees and expenses | $95,641 |
| Marco Consulting Group | Investment advisory (plan), Investment management fees (direct) | $85,000 |
| Novak Francella Llc | Accounting | $82,844 |
| Pnc Bank National Association | Custodial (securities), Other services | $58,043 |
| Blackrock Investment Managment Llc | Investment management, Investment management fees (indirect) | $54,000 |
| Goodwin Capital Advisors | Investment management, Investment management fees (direct) | $48,248 |
| Fox Rothschild Llp | Legal, Direct payment from the plan | $27,241 |
| Hamilton Lane Advisors, Llc | Investment management, Investment management fees (indirect) | $0 |
| Newtower Trust Company | Investment management, Investment management fees (indirect) | $0 |
| Pinnacle Asset Management Lp | Investment management, Investment management fees (indirect) | $0 |
| Harbourvest Partners Llc | Investment management, Investment management fees (indirect) | $0 |
| Nb Alternatives Advisers Llc | Investment management, Investment management fees (indirect) | $0 |
| Pinnacle Associates Gp, Llc | Investment management, Investment management fees (indirect) | $0 |