Cement Masons Union Local 592 Pension Plan
Sponsored by Trustees Of The Cement Masons Union Local 592 Pension Plan · EIN 231972409 · Plan #001
- Total assets
- $139M
- Net assets
- $139M
- Active participants
- 395
- 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 |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | deterministic · 100% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Old Glory Asset Management Llc CRD 126013 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Intercontinental R/E Corp | Investment management, Investment management fees (indirect) | $137,600 |
| The Loomis, Saylers & Co., Lp | Investment management, Investment management fees (direct), Soft dollars commissions | $118,017 |
| Investment Performance Services Llc | Investment advisory (plan), Investment management fees (direct) | $108,033 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $99,572 |
| Hardman Johnston Global Advisors | Investment management, Investment management fees (direct) | $98,741 |
| Joe Moskauski | Employee (plan), Recordkeeping fees | $89,119 |
| Rae Group Llc | Actuarial, Direct payment from the plan | $82,172 |
| Bridgeway Benefit Technologies | Direct payment from the plan | $74,710 |
| Joann Procopio | Employee (plan), Recordkeeping fees | $43,525 |
| Wells Fargo | Investment management, Recordkeeping, Investment management fees (direct) | $39,576 |
| Mwm Law, Llc | Legal, Direct payment from the plan | $36,925 |
| Susanin, Widman & Brennan, P.C. | Legal, Direct payment from the plan | $34,726 |
| Clare Creighton | Employee (plan), Recordkeeping fees | $32,873 |
| Chartwell Investment Partners, Lp | Investment management, Soft dollars commissions | $30,656 |
| Lauren Marchiano | Employee (plan), Recordkeeping fees | $28,792 |
| Chevy Chase Trust Company | Investment management, Investment management fees (direct) | $25,319 |
| Asb Capital Management, Llc | Investment management, Investment management fees (direct) | $25,319 |
| Wellington Trust, Co. | Investment management fees (direct), Soft dollars commissions, Investment management fees (indirect) | $20,249 |
| Northern Trust Corporation | Investment management, Investment management fees (direct) | $17,688 |
| Old Glory Asset Management, Llc | Investment management, Investment management fees (direct) | $17,492 |
| Xpan Law Partners Llc | Other services, Direct payment from the plan | $15,609 |
| Foundry Partners Llc | Investment advisory (plan), Investment management fees (direct), Investment management fees (indirect) | $7,925 |