AUMdb

Bricklayers & Allied Craftsmen Local 1 Of Md, Va & Dc Baltimore Chapter Pension Fund

Sponsored by Bricklayers & Allied Craftsmen Local 1 Of Md, Va & Dc Balt Chapter Pen · EIN 520734390 · Plan #001

Total assets
$46.7M
Net assets
$46.6M
Active participants
138
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
Boyd Watterson Asset Management, Llc CRD 107808 deterministic · 100% 2024
Investment Performance Services Llc CRD 105527 deterministic · 100% 2024
Sierra Investment Partners, Inc. CRD 110954 fuzzy_auto · 96% 2024
Asb Capital Management Llc CRD 110995 deterministic · 100% 2024
Brown Advisory Llc CRD 110181 deterministic · 100% 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
Beacon Administrators Contract administrator, Direct payment from the plan $140,646
The Segal Company Direct payment from the plan, Actuarial, Consulting (pension) $93,845
Boyd Watterson Asset Management Investment management, Investment management fees (direct) $67,969
Novak Francella, Llc Accounting, Direct payment from the plan $43,648
Investment Performance Services Llc Investment advisory (plan), Direct payment from the plan $42,500
Wedge Capital Management Investment management fees (direct), Soft dollars commissions $36,969
Hardman Johnston Global Advisors Ll Investment management fees (direct) $35,606
Sierra Investments Partners, Inc. Investment management $34,443
O'donoghue & O'donoghue, Llp Legal, Direct payment from the plan $22,066
Asb Capital Management Llc Investment management, Investment management fees (direct) $15,622
Doyle Printing & Offset Co. Copying and duplicating, Direct payment from the plan $15,339
Bridgeway Benefit Technologies Recordkeeping, Direct payment from the plan $10,000
Brown Advisory Llc Investment management, Investment management fees (direct), Soft dollars commissions $9,477
Chevy Chase Trust Company Investment management, Investment management fees (direct) $5,348
Us Bank National Association Custodial (securities), Direct payment from the plan $5,248