Twu Westchester Private Bus Lines Pension Trust
Sponsored by Twu Westchester Private Bus Lines Pension Trust · EIN 136580055 · Plan #001
- Total assets
- $209M
- Net assets
- $209M
- Active participants
- 765
- 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 |
|---|---|---|
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
| First Eagle Investment Management, Llc CRD 108260 | deterministic · 100% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | fuzzy_auto · 97% | 2024 |
| Wedge Capital Management Llp CRD 106234 | deterministic · 100% | 2024 |
| Fred Alger Management, Llc CRD 106750 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Intercontinental Real Estate Corp | Investment management, Investment management fees (direct) | $253,974 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $196,515 |
| Milliman, Inc. | Actuarial, Direct payment from the plan | $113,068 |
| Cooke & Bieler, L.P. | Soft dollars commissions, Securities brokerage commissions, Investment management fees (direct) | $105,350 |
| First Eagle Investment Management | Investment management, Investment management fees (direct) | $92,681 |
| Chartwell Investment Partners | Investment management, Investment management fees (direct) | $90,123 |
| Investment Performance Services, Ll | Custodial (securities), Direct payment from the plan | $85,000 |
| Fabian & Byrn Llc | Contract administrator, Direct payment from the plan | $82,443 |
| Hardman Johnston Global Adv | Investment management, Investment management fees (direct), Soft dollars commissions | $70,132 |
| Wedge Capital Management, Llp | Investment management, Investment management fees (direct) | $56,720 |
| Amalgamated Bank | Custodial (securities), Direct payment from the plan, Investment management fees (indirect) | $38,188 |
| Colleran, O'hara & Mills Llp | Legal, Direct payment from the plan | $36,572 |
| Epstein Becker & Green Pc | Legal, Direct payment from the plan | $33,352 |
| Fred Alger Management Inc. | Investment management, Investment management fees (direct), Soft dollars commissions | $22,766 |
| Alan Ross & Company | Accounting, Direct payment from the plan | $15,750 |
| Northern Trust Corporation | Investment management, Investment management fees (direct) | $5,743 |
| Hamilton Lane Advisors Llc | Investment management, Investment management fees (indirect) | $0 |