Twin City Carpenters And Joiners Pension Fund
Sponsored by Board Of Trustees Of The Twin City Carpenters And Joiners Pension Fund · EIN 416043137 · Plan #001
- Total assets
- $2.0B
- Net assets
- $2.0B
- Active participants
- 5,909
- 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 |
|---|---|---|
| Blackstone Infrastructure Advisors L.L.C. CRD 289751 | fuzzy_auto · 99% | 2024 |
| Jennison Associates Llc CRD 107959 | deterministic · 100% | 2024 |
| Marathon Asset Management Limited CRD 132391 | deterministic · 100% | 2024 |
| Deprince, Race & Zollo, Inc. CRD 112099 | fuzzy_auto · 97% | 2024 |
| Whitestar Advisors, Llc CRD 124627 | deterministic · 100% | 2024 |
| Dearborn Partners L.L.C. CRD 108147 | fuzzy_auto · 97% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Westly Capital Management, Llc CRD 161882 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Blackstone Infrastructure Advisors | Investment management, Investment management fees (direct), Investment management fees (indirect) | $913,733 |
| Wilson Mcshane Corporation | Contract administrator, Direct payment from the plan | $889,199 |
| Jennison Associates Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $575,040 |
| Marathon Asset Management Limited | Investment management, Investment management fees (direct) | $520,634 |
| Baird Advisors | Investment management, Investment management fees (direct) | $424,458 |
| Deprince, Race, & Zollo | Investment management, Investment management fees (direct), Soft dollars commissions | $405,173 |
| Wellington Trust Company, N/A | Investment management, Investment management fees (direct), Soft dollars commissions | $293,075 |
| Whitestar Advisors, Llc | Investment management, Investment management fees (direct) | $287,480 |
| Union Bank & Trust | Custodial (securities), Direct payment from the plan | $269,891 |
| Segal Company | Actuarial, Direct payment from the plan | $220,720 |
| The Union Labor Life Insurance Grou | Investment management, Investment management fees (direct) | $204,392 |
| Dearborn Partners | Investment management, Investment management fees (direct) | $202,719 |
| Blackrock Institutional Trust Compa | Trustee (institutional), Trustee (discretionary), Investment management | $189,511 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $171,541 |
| Reinhardt Boerner Van Deuren S.C. | Legal, Direct payment from the plan | $139,151 |
| Invesco Ltd | Investment management, Other insurance wrap fees, Investment management fees (direct) | $58,677 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $53,907 |
| William Blair | Investment management, Investment management fees (direct) | $49,214 |
| Wells Capital Management | Investment management, Investment management fees (direct), Soft dollars commissions | $46,810 |
| Pension Benefit Information, Llc | Other services, Direct payment from the plan | $11,667 |
| Honsa Binder Printing, Inc. | Other services, Direct payment from the plan | $10,310 |
| The Marek Group | Other services, Direct payment from the plan | $7,114 |
| Proxyvote Plus | Other services, Direct payment from the plan | $6,000 |
| Frsecure Llc | Other services, Direct payment from the plan | $5,000 |