AUMdb

Tidewater Electrical Industry Pension Fund

Sponsored by Board Of Trustees Tidewater Electrical Industry Pension Fund · EIN 546127076 · Plan #001

Total assets
$65.1M
Net assets
$65.1M
Active participants
466
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
Fayez Sarofim & Co., Llc CRD 106584 fuzzy_auto · 95% 2024
Boston Partners Global Investors, Inc. CRD 124982 deterministic · 100% 2024
Loomis, Sayles & Company, L.P. CRD 105377 fuzzy_auto · 99% 2024
Chevy Chase Trust Company CRD 110742 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Boston Partners Investment management $116,632
Southern Benefit Administrators Plan administrator, Consulting (general) $84,356
Loomis, Sayles & Company, L.P. Custodial (securities), Investment management $68,524
Polen Capital Investment management $39,928
Raymond James Custodial (securities), Investment management $34,644
Fayez Sarofin & Company Investment management $26,135
Daniels, Irwin & Aylor Accounting $18,525
Stranch, Jennings & Garvey Pllc Legal $17,747
Chevy Chase Trust Custodial (securities), Investment management $17,580
United Actuarial Services Actuarial $6,400
Wells Fargo Bank Custodial (securities) $3,643
Money Market, Mutual And Etfs Custodial (securities), Investment management $0