Defined Benefit Pension Plan Of Agc Iuoe Local 701 Pension Trust Fund
Sponsored by Board Of Trustees Agc Iuoe Local Of Agc Iuoe Local 701 Pension Trust · EIN 936075580 · Plan #001
- Total assets
- $358M
- Net assets
- $358M
- Active participants
- 1,882
- 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 |
|---|---|---|
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Rice Hall James & Associates Llc CRD 125410 | fuzzy_auto · 98% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 99% | 2024 |
| Quest Investment Management, Llc CRD 110640 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Welfare & Pension Admin Svc, Inc | Plan administrator, Recordkeeping, Direct payment from the plan | $686,443 |
| Bank Of New York Mellon | Investment management, Investment management fees (direct) | $316,200 |
| Washington Capital Management | Investment management, Investment management fees (direct) | $312,352 |
| Nepc, Llc | Consulting (pension), Direct payment from the plan | $146,991 |
| Asb Capital Management Llc | Investment management, Custodial (securities), Direct payment from the plan | $135,765 |
| Milliman, Inc. | Actuarial, Consulting (pension), Direct payment from the plan | $131,198 |
| Rice Hall James & Associates Llc | Soft dollars commissions, Securities brokerage commissions, Investment management | $81,832 |
| Segall Bryant & Hamill | Investment management, Investment management fees (direct) | $81,709 |
| Quest Investment Management Llc | Investment management, Investment management fees (direct), Non-monetary compensation | $77,712 |
| Barlow Coughran Morales & Josepson | Legal, Direct payment from the plan | $71,322 |
| The Union Labor Life Insurance Co | Insurance services, Direct payment from the plan | $64,688 |
| Dodge & Cox | Investment management, Investment management fees (direct) | $52,080 |
| Agc Iuoe Local 701 Training Trust | Accounting, Direct payment from the plan | $46,895 |
| Platform Cpas, Llp | Accounting, Direct payment from the plan | $38,357 |
| Us Bank Na | Custodial (securities), Investment management fees (direct) | $36,540 |
| Principal Financial Group | Investment management, Investment management fees (direct) | $9,204 |