AUMdb

Laborers' District Council Construction Industry Pension Fund

Sponsored by Laborers' District Council Construction Industry Pension Fund · EIN 236235338 · Plan #001 · Philadelphia, PA

Total assets
$1.2B
Net assets
$1.2B
Active participants
2,817
With balances
0

Plan year beginning 05/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Patriot Financial Manager, L.P. CRD 159818 fuzzy_auto · 94% 2024
Intercontinental Real Estate Corporation CRD 112332 deterministic · 100% 2024
Sierra Investment Partners, Inc. CRD 110954 deterministic · 100% 2024
Fred Alger Management, Llc CRD 106750 deterministic · 100% 2024
Portfolio Advisors, Inc. CRD 106111 deterministic · 100% 2024
Wedge Capital Management Llp CRD 106234 fuzzy_auto · 99% 2024
Investment Performance Services Llc CRD 105527 fuzzy_auto · 100% 2024
Ullico Investment Advisors, Inc. CRD 106628 fuzzy_auto · 95% 2024
Washington Capital Management Inc CRD 105253 fuzzy_auto · 98% 2024
Loop Capital Asset Management Tch Llc CRD 149280 deterministic · 100% 2024
Chartwell Investment Partners, Llc CRD 170335 deterministic · 100% 2024
Gcm Grosvenor L.P. CRD 108654 fuzzy_auto · 95% 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
Patriot Financial Partners, Lp Investment management $758,749
Boyd Watterson Asset Management Llc $708,187
Intercontinental Real Estate Corp Investment management $560,847
Victory Capital Management, Inc. $529,033
Sierra Investment Partners Investment management $515,013
Fred Alger Management Inc Investment management $496,282
Portfolio Advisors, Llc Investment management $485,608
Hardman Johnston Investment management $435,034
Perry N. Blackman, Cpa Accounting $429,587
First Eagle Investment management $397,097
Wedge Capital Management Investment management $351,230
Great Lake Advisors Llc $302,190
Investment Performance Service, Inc Investment management $230,000
Ullico Investment Co Investment management $167,752
Washington Capital Mgmt Investment management $159,670
Loop Capital Asset Management Investment management $158,581
Multi Employer Property Trust Investment management $134,556
Chartwell Investment Partners Investment management $126,996
The Mckeogh Company Actuarial $104,039
Pnc Bank Custodial (other) $101,730
Cleary Josem & Trigiani Llp Legal $97,660
Gcm Grosvenor Investment management $92,743
Chevy Chase Trust Company Investment management $89,697
Janice L. Horne Employee (plan) $65,717
Kevin B. Gale Employee (plan) $51,478
Susanin, Widman & Brennan Pc Investment management $47,052
Kasey Houston Employee (plan) $44,226
Christopher Guest Employee (plan) $41,873
Martina Madison Employee (plan) $39,170
Mitchell & Titus Llp $39,000
Alan Parham Employee (plan) $36,168
Brightlogix Recordkeeping $35,770
Harriet Anderson Employee (plan) $30,088
Sibley Robinson Employee (plan) $28,840
Swartz Campbell Llc Legal $26,893
Crystal Matos Employee (plan) $25,026
Granite Run Tech Solutions Llc $22,762
Paychex Inc $21,973
Iron Mountain Records Other services $15,135
Smith Edwards Dunlap Copying and duplicating $12,893
Joel P Trigiani Legal $10,614
Jm Creative Enterprises Llc $9,408
Proxy Vote Plus Llc $7,500
Bridgeway Benefit Technologies Llc Recordkeeping $5,616