Pension Fund Of Cement Masons Union Local No. 502
Sponsored by Board Of Trustees Cement Masons' Pension Fund · EIN 516034597 · Plan #001
- Total assets
- $541M
- Net assets
- $540M
- Active participants
- 1,218
- 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 |
|---|---|---|
| J.P. Morgan Investment Management Inc. CRD 107038 | fuzzy_auto · 99% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 97% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| J.P. Morgan Investment Management I | Investment management, Investment management fees (indirect) | $334,896 |
| Ullico Investment Advisors Inc. | Investment management, Investment management fees (direct) | $304,571 |
| Loomis Sayles & Company L.P. | Investment management, Investment management fees (direct) | $158,023 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $149,186 |
| Horizon Actuarial Services, Llc | Actuarial, Consulting (pension) | $126,791 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $113,094 |
| Midwest Institutional Trust Co | Custodial (securities), Named fiduciary, Other services | $109,107 |
| Intercontinental Real Estate Corp | Investment management, Investment management fees (direct) | $98,038 |
| Johnson & Krol | Legal | $93,003 |
| William H. Beeman | Plan administrator, Employee (plan) | $85,199 |
| Marquette Associates | Investment advisory (plan) | $84,167 |
| Angelo Feola | Plan administrator, Employee (plan) | $71,170 |
| Nancy Aguado | Employee (plan) | $59,637 |
| National Investment Services | Investment management, Investment management fees (direct) | $55,748 |
| Northern Trust Corporation | Custodial (securities), Investment management, Investment management fees (indirect) | $53,046 |
| Charles Picardi | Employee (plan) | $46,036 |
| Matthew Stika | Employee (plan) | $32,453 |
| Bridgeway Benefit Technologies, Llc | Consulting (general), Other services | $32,216 |
| Colleen Lakis | Employee (plan) | $28,666 |
| Hamilton Lane Advisors Llc | Investment management, Investment management fees (indirect) | $26,080 |
| Arthur J. Gallagher Risk Mgmnt | Insurance agents and brokers | $16,850 |
| John Termine | Trustee (individual) | $14,724 |
| Patrick Lacassa | Trustee (individual) | $10,285 |
| Michael Albrecht | Trustee (individual) | $9,042 |
| 79 Ratio | Consulting (general), Other services | $5,967 |