Heavy And General Laborers' Local Unions 472 And 172 Of New Jersey Pension Fund
Sponsored by Board Of Trustees H&Gl Local Unions 472 & 172 Of Nj Pension Fund · EIN 226032103 · Plan #001
- Total assets
- $1.8B
- Net assets
- $1.8B
- Active participants
- 7,670
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Atalanta Sosnoff Capital, Llc CRD 104880 | deterministic · 100% | 2024 |
| Manning & Napier Advisors, Llc CRD 105992 | fuzzy_auto · 97% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Weaver C. Barksdale & Associates, Inc. CRD 105098 | fuzzy_auto · 97% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Wcm Investment Management, Llc CRD 104702 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Atalanta Sosnoff Capital, Llc | Investment management, Investment management fees (direct) | $823,353 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Investment management, Securities brokerage | $701,684 |
| Wcm Investment Management, Llc | Investment management, Investment management fees (direct) | $533,255 |
| Prudential Insurance Co. Of America | Investment management, Investment management fees (direct) | $411,628 |
| Boyd Watterson Asset Management Llc | Investment management, Investment management fees (direct) | $353,290 |
| Manning & Napier Advisors, Llc | Investment management, Investment management fees (direct) | $272,882 |
| Ullico Investment Advisors Inc. | Investment management, Investment management fees (direct) | $208,296 |
| Intercontinental Real Estate Corp | Investment management, Investment management fees (direct) | $182,128 |
| The Bank Of New York Mellon | Custodial (securities), Direct payment from the plan | $160,577 |
| Union Labor Life Insurance Company | Investment management, Investment management fees (direct) | $145,369 |
| The Northern Trust Company | Investment management, Investment management fees (direct) | $131,433 |
| The Segal Company East St. , Inc. | Actuarial, Consulting (pension), Direct payment from the plan | $119,323 |
| Weaver C. Barksdale Associates,Inc. | Investment management, Investment management fees (direct) | $103,364 |
| Hulse & Associates, P.C. | Accounting, Direct payment from the plan | $93,750 |
| Loomis Sayles & Company | Investment management, Investment management fees (direct) | $52,036 |
| Perfect Printing Solutions, Inc. | Copying and duplicating, Other services, Direct payment from the plan | $37,815 |
| Nationstar Mortgage Llc Db Rushmore | Participant loan processing, Direct payment from the plan | $32,548 |
| Zazzali P.C. | Legal, Direct payment from the plan | $25,996 |
| Susanin, Widman & Brennan, Pc | Legal, Direct payment from the plan | $21,675 |
| Cowen & Company Llc & Td Securities | Securities brokerage, Other services, Direct payment from the plan | $15,549 |
| Bicc Systems, Inc. | Recordkeeping, Direct payment from the plan | $8,873 |
| Pension Benefit Information, Llc | Recordkeeping, Other services, Direct payment from the plan | $7,449 |
| Segal Select Insurance Services,Inc | Insurance brokerage commissions | $0 |