Teamsters Employers Local 945 Pension Fund
Sponsored by Board Of Trustees Teamsters Local 945 Pension Fund · EIN 226196388 · Plan #001
- Total assets
- $100M
- Net assets
- $99.9M
- Active participants
- 385
- 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 |
|---|---|---|
| Westfield Capital Management Company, L.P. CRD 146990 | fuzzy_auto · 98% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | fuzzy_auto · 99% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Wedge Capital Management Llp CRD 106234 | deterministic · 100% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Rbc Global Asset Management (U.S.) Inc. CRD 107173 | fuzzy_auto · 96% | 2024 |
| Atalanta Sosnoff Capital, Llc CRD 104880 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Westfield Capital Management | Investment management, Investment management fees (direct) | $88,745 |
| Loomis Sayles & Company, Lp | Investment management, Investment management fees (direct) | $83,235 |
| Intercontinetal Real Estate Corp. | Investment management, Investment management fees (direct) | $69,296 |
| Investment Performance Services Llc | Consulting (general), Investment advisory (plan), Investment management fees (direct) | $69,250 |
| O'sullivan Associates | Actuarial, Direct payment from the plan | $59,950 |
| Wedge Capital Management, Llp | Investment management, Investment management fees (direct), Soft dollars commissions | $48,905 |
| Mspc | Accounting, Direct payment from the plan | $46,499 |
| David Bauman | Employee (plan), Direct payment from the plan | $45,360 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $41,794 |
| Mb Connaughton, Esqs, Llc | Legal, Direct payment from the plan | $38,990 |
| Susan Rolph | Employee (plan), Direct payment from the plan | $35,321 |
| Rbc Global Asset Management | Investment management, Investment management fees (direct) | $29,206 |
| Atalanta Sosnoff Capital, Llc | Investment management, Investment management fees (direct) | $27,861 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $25,999 |
| Dealy, Silberstein & Braverman, Llp | Legal, Direct payment from the plan | $17,935 |
| Amalgamated Bank Of Chicago | Investment management | $17,552 |
| U.S. Bank National Association | Custodial (securities), Direct payment from the plan | $9,587 |