Operating Engineers Local No 37 Pension Fund
Sponsored by Brd Of Trustees Oe 37 Pension Fund · EIN 526128064 · Plan #001 · Baltimore, MD
- Total assets
- $154M
- Net assets
- $154M
- Active participants
- 815
- 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 |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Decision Science, Inc. | Contract administrator, Other services | $216,011 |
| Loomis, Sayles & Company | Investment management fees (direct), Soft dollars commissions | $143,800 |
| Rbc Global Asset Management | Investment management fees (direct) | $123,211 |
| American Realty Advisors, Llc | Investment management fees (direct) | $120,102 |
| Morgan Lewis & Bockius Llp | Legal | $116,261 |
| Wedge Capital Management | Investment management fees (direct) | $101,359 |
| Investment Performance Services | Investment advisory (plan) | $95,000 |
| Bolton Partners, Inc. | Actuarial | $90,582 |
| Asb Capital Management | Investment management fees (direct) | $54,061 |
| Calibre Cpa Group | Accounting | $28,598 |
| Sierra Investment Partners | Investment management fees (direct) | $22,406 |
| Us Bank N.A. | Custodial (securities), Float revenue | $14,362 |
| Chartwell Investment Partners | Investment management fees (direct) | $14,252 |
| Northern Trust Corporation | Custodial (securities), Other services, Investment management fees (indirect) | $6,379 |