International Union Of Operating Engineers Pension Fund Of Eastern Pennsylvania And Delaware
Sponsored by International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De · EIN 236405239 · Plan #001
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 2,822
- 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 |
|---|---|---|
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
| Great Lakes Advisors, Llc CRD 110757 | deterministic · 100% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | fuzzy_auto · 98% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Dana Investment Advisors Inc CRD 105879 | deterministic · 100% | 2024 |
| Wedge Capital Management Llp CRD 106234 | deterministic · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prudential Asset Mgt | Investment management, Investment management fees (direct) | $1,282,655 |
| Sierra Investment Partners Inc. | Investment management, Investment management fees (direct) | $502,509 |
| Johnston Asset Management | Investment management, Investment management fees (direct) | $421,532 |
| Great Lakes Advisors, Llc | Investment management, Investment management fees (direct) | $418,812 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $342,582 |
| Hardman Johnston Global Advisors Ll | Investment management, Investment management fees (direct) | $322,922 |
| Foundry Partners, Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $318,076 |
| Jpmorgan Chase Bank, N.A. | Investment management, Investment advisory (plan), Trustee (discretionary) | $260,830 |
| Investment Performance Services | Investment advisory (plan), Investment management fees (direct) | $255,000 |
| Dana Investment Advisors Inc | Investment management, Investment management fees (direct) | $222,385 |
| Wedge Capital Management, Llp | Investment management, Investment management fees (direct), Soft dollars commissions | $218,390 |
| Nathan Smith | Employee (plan), Recordkeeping fees | $164,208 |
| Intercontinental Real Estate Invest | Investment management, Investment management fees (direct) | $162,111 |
| Chartwell Investment Management | Investment management, Investment management fees (direct) | $154,448 |
| Principal Bank | Custodial (securities), Direct payment from the plan | $106,615 |
| John Heenan | Employee (plan), Recordkeeping fees | $98,141 |
| Paul Potako | Employee (plan), Recordkeeping fees | $87,896 |
| Andrea Gass | Employee (plan), Recordkeeping fees | $79,024 |
| The Mckeogh Company | Actuarial, Direct payment from the plan | $76,500 |
| William Mcguire | Employee (plan), Recordkeeping fees | $73,558 |
| Paul Carey, Iii | Employee (plan), Recordkeeping fees | $69,583 |
| Charles Bumbaugh | Employee (plan), Recordkeeping fees | $59,375 |
| Cleary, Josem,& Trigiani Llp | Legal, Direct payment from the plan | $57,886 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $54,250 |
| Michael Fehrle | Employee (plan), Recordkeeping fees | $49,581 |
| Timothy Nagy | Employee (plan), Recordkeeping fees | $46,087 |
| Jessica Kriger | Employee (plan), Recordkeeping fees | $45,683 |
| Susanin Widman & Brennan, Pc | Legal, Direct payment from the plan | $42,350 |
| Alexis Deal | Employee (plan), Recordkeeping fees | $40,846 |
| Maria Danyluk | Employee (plan), Recordkeeping fees | $40,435 |
| Timothy Russo | Employee (plan), Recordkeeping fees | $35,100 |
| Beth Martin | Employee (plan), Recordkeeping fees | $33,822 |
| Patricia Repetski | Employee (plan), Recordkeeping fees | $33,218 |
| Anthony Defeo | Employee (plan), Recordkeeping fees | $30,220 |
| Jrp & Associates, Llc | Recordkeeping, Direct payment from the plan | $30,000 |
| Scantek, Inc. | Recordkeeping, Direct payment from the plan | $23,708 |
| Xpan Law Partners, Llc | Legal, Direct payment from the plan | $8,002 |
| Patriot Financial Partners, Lp | Investment management, Investment management fees (indirect) | $0 |