Bricklayers' Pension Trust Fund Metropolitan Area
Sponsored by Joint Board Of Trustees Bricklayer Pension Trust Fund · EIN 516030972 · Plan #001
- Total assets
- $190M
- Net assets
- $188M
- Active participants
- 503
- 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 |
|---|---|---|
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 95% | 2024 |
| Newton Investment Management Ltd CRD 111208 | fuzzy_auto · 98% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellington Trust Company | Direct payment from the plan, Custodial (other), Trustee (institutional) | $233,657 |
| Benesys, Inc. | Direct payment from the plan, Accounting, Claims processing | $144,302 |
| Novara Law Group, Pllc | Direct payment from the plan, Legal | $137,408 |
| Loomis Sayles & Company | Direct payment from the plan, Custodial (other), Custodial (securities) | $88,461 |
| Morgan Stanley Global Banking | Direct payment from the plan, Recordkeeping, Custodial (other) | $65,489 |
| Bny Mellon | Direct payment from the plan, Custodial (other), Trustee (institutional) | $60,003 |
| Stefansky, Holloway, & Nichols | Direct payment from the plan, Accounting | $56,285 |
| United Actuarial Services, Inc. | Direct payment from the plan, Actuarial, Consulting (general) | $41,368 |
| Newton Investment Management | Direct payment from the plan, Custodial (other), Trustee (institutional) | $35,000 |
| Macqueen And Associates, Llc | Direct payment from the plan, Insurance agents and brokers, Insurance services | $26,264 |
| Bultynck & Co., P.L.L.C. | Direct payment from the plan, Accounting | $24,815 |
| Comerica Bank | Direct payment from the plan, Custodial (other), Custodial (securities) | $19,000 |
| Boyd Watterson Asset Management | Direct payment from the plan, Investment management fees (direct), Valuation | $10,000 |
| Blackrock Institutional Trust Co | Direct payment from the plan, Custodial (other), Trustee (institutional) | $6,481 |