Local 147 Construction Workers Retirement Plan
Sponsored by Local 147 Construction Workers Retirement Plan · EIN 136528181 · Plan #001
- Total assets
- $180M
- Net assets
- $180M
- Active participants
- 116
- 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 |
|---|---|---|
| Investment Consulting Services, Llc CRD 122064 | deterministic · 100% | 2024 |
| Sun Life Capital Management (U.S.) Llc CRD 109684 | deterministic · 100% | 2024 |
| Congress Asset Management Company, Llp CRD 105161 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Macquarie | Investment management, Investment management fees (direct), Soft dollars commissions | $111,146 |
| Basil Castrovinci Associates | Plan administrator, Direct payment from the plan | $97,200 |
| Investment Consulting Services, Llc | Investment advisory (plan), Direct payment from the plan | $91,757 |
| Seix Investment Advisors Llc | Investment management, Investment management fees (direct) | $81,195 |
| Milliman, Inc. | Actuarial, Consulting (general), Direct payment from the plan | $71,086 |
| Slc Management | Investment management, Investment management fees (direct) | $57,171 |
| Congress Asset Management | Investment management, Investment management fees (direct), Soft dollars commissions | $46,747 |
| Amalgamated Bank | Custodial (securities), Direct payment from the plan | $29,614 |
| Gould, Kobrick & Schlapp, P.C. | Accounting, Direct payment from the plan | $25,000 |
| Manning And Russo, Llc | Legal, Direct payment from the plan | $24,000 |
| Mspc, Cpas And Advisors, P.C. | Accounting, Direct payment from the plan | $22,635 |