Iuoe Stationary Engineers Local 39 Pension Plan
Sponsored by Bot Of Iuoe Stationary Engineers Local 39 Pension Plan · EIN 946118939 · Plan #001
- Total assets
- $2.0B
- Net assets
- $1.9B
- Active participants
- 4,997
- 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 |
|---|---|---|
| Polen Capital Management, Llc CRD 106093 | deterministic · 100% | 2024 |
| Aristotle Capital Management, Llc CRD 109876 | deterministic · 100% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Cambiar Investors, Llc CRD 115093 | deterministic · 100% | 2024 |
| Apogem Capital Llc CRD 309234 | deterministic · 100% | 2024 |
| Fiera Capital Inc. CRD 113638 | deterministic · 100% | 2024 |
| Mcmorgan & Company Llc CRD 115060 | fuzzy_auto · 94% | 2024 |
| Goldman Sachs & Co. Llc CRD 361 | fuzzy_auto · 96% | 2024 |
| Mackay Shields Llc CRD 107717 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Graystone Consulting/Morgan Stanley | Investment advisory (plan), Named fiduciary, Securities brokerage | $2,032,003 |
| Foundry Partners Llc | Investment management, Securities brokerage, Investment management fees (direct) | $1,340,995 |
| Newtower Trust Company | Investment management, Investment management fees (direct), Investment management fees (indirect) | $765,974 |
| Polen Capital Management Llc | Investment management, Investment management fees (direct) | $749,044 |
| Aristotle Capital Management, Llc | Investment management, Investment management fees (direct) | $493,645 |
| Health Services & Benefit Administr | Claims processing, Contract administrator, Recordkeeping | $464,000 |
| Washington Capital Management Inc. | Investment management, Investment management fees (direct) | $388,363 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $322,995 |
| Weinberg, Roger & Rosenfeld | Legal, Direct payment from the plan | $315,658 |
| Cambiar Investors Llc | Investment management, Investment management fees (direct) | $305,762 |
| Benesys | Contract administrator, Direct payment from the plan | $252,316 |
| Apogem Capital, Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $251,159 |
| Fiera Capital, Inc. | Investment management, Investment management fees (direct) | $228,893 |
| The Northern Trust Company | Custodial (securities), Investment management, Other services | $186,783 |
| Cheiron, Inc. | Actuarial, Consulting (pension), Direct payment from the plan | $166,104 |
| Mcmorgan & Company, Llc | Investment management, Investment management fees (direct) | $163,412 |
| Goldman Sachs & Co. | Investment management, Investment management fees (indirect), Non-monetary compensation | $17,025 |
| Fremont Bank | Other services, Direct payment from the plan | $15,293 |
| Mackay Shields Llc | Investment management, Investment management fees (indirect) | $2,022 |
| Segal Select Insurance Services | Investment management fees (indirect) | $0 |