Operating Engineers' Local 324 Pension Fund
Sponsored by Joint Board Of Trustees Operating Engineers Local 324 · EIN 381900637 · Plan #001
- Total assets
- $1.9B
- Net assets
- $1.9B
- Active participants
- 8,819
- 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 |
|---|---|---|
| Ares Commercial Real Estate Management Llc CRD 159050 | fuzzy_auto · 100% | 2024 |
| Pgim, Inc. CRD 105676 | deterministic · 100% | 2024 |
| Earnest Partners Llc CRD 107926 | deterministic · 100% | 2024 |
| Schroder Investment Management North America Inc CRD 105820 | fuzzy_auto · 96% | 2024 |
| Apogem Capital Llc CRD 309234 | deterministic · 100% | 2024 |
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 98% | 2024 |
| Westport Capital Partners Llc CRD 157493 | deterministic · 100% | 2024 |
| Gcm Grosvenor L.P. CRD 108654 | deterministic · 100% | 2024 |
| Siguler Guff Advisers Llc CRD 106788 | deterministic · 100% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| King Street Capital Management, L.P. CRD 156785 | fuzzy_auto · 98% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Blue Wolf Capital Partners Llc CRD 162475 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Axiom Investors Llc CRD 109605 | deterministic · 100% | 2024 |
| Crescent Capital Bdc, Inc. CRD 330493 | fuzzy_auto · 96% | 2024 |
| Adams Street Partners, Llc CRD 109358 | deterministic · 100% | 2024 |
| Mesirow Financial Investment Management, Inc. CRD 111135 | fuzzy_auto · 95% | 2024 |
| Mesirow Financial Private Equity Advisors, Inc. CRD 112084 | fuzzy_auto · 95% | 2024 |
| Angelo, Gordon & Co., L.P. CRD 131940 | fuzzy_auto · 93% | 2024 |
| North Sky Capital, Llc CRD 133959 | deterministic · 100% | 2024 |
| Terracap Management Llc CRD 169695 | deterministic · 100% | 2024 |
| Entrust Global Partners Llc CRD 107940 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ares Commercial Real Estate Managem | Investment management, Direct payment from the plan, Investment management fees (direct) | $2,403,442 |
| Pgim | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,517,890 |
| Blackstone Infrastructure Partners | Investment management, Direct payment from the plan, Investment management fees (direct) | $970,293 |
| Earnest Partners, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $904,051 |
| Permira Credit Solutions Managed Ac | Investment management, Direct payment from the plan, Investment management fees (direct) | $877,091 |
| Schroder Investment Management Nort | Investment management, Direct payment from the plan, Investment management fees (direct) | $784,101 |
| Apogem Capital, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $686,127 |
| Sierra Investment Partners, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $638,308 |
| National Investment Services Of Ame | Investment management, Direct payment from the plan, Investment management fees (direct) | $624,452 |
| Westport Capital Partners Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $574,011 |
| Gcm Grosvenor L.P. | Investment management, Direct payment from the plan, Investment management fees (direct) | $458,053 |
| Bentallgreenoak | Investment management, Direct payment from the plan, Investment management fees (direct) | $435,688 |
| Solxsys Administrative Solutions | Plan administrator, Recordkeeping, Direct payment from the plan | $433,344 |
| Stefansky, Holloway & Nichols, Inc. | Accounting, Direct payment from the plan | $408,721 |
| Ironsides Co Investment Fund Vii Lp | Investment management, Direct payment from the plan, Investment management fees (direct) | $401,259 |
| Siguler Guff Advisers, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $388,183 |
| Washington Capital Management, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $380,321 |
| Loomis Sayles Trust Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $373,003 |
| King Street Capital Management, Lp | Investment management, Direct payment from the plan, Investment management fees (direct) | $365,996 |
| Nepc, Llc | Consulting (pension), Direct payment from the plan | $363,962 |
| Plante & Moran, Pllc | Accounting, Direct payment from the plan | $359,185 |
| American Graphics Printing Co. | Copying and duplicating, Direct payment from the plan | $285,259 |
| Asher Kelly | Legal, Direct payment from the plan | $284,415 |
| Weisman, Young & Ruemenapp, P.C. | Legal, Direct payment from the plan | $265,007 |
| Horizon Actuarial Services, Llc | Actuarial, Consulting (pension), Direct payment from the plan | $264,666 |
| Bpea Private Equity | Investment management, Direct payment from the plan, Investment management fees (direct) | $255,481 |
| Ullico Investment Advisors Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $255,195 |
| Wacap O Real Estate Opp Fd Viii | Investment management, Direct payment from the plan, Investment management fees (direct) | $251,349 |
| Blue Wolf Capital Partners | Investment management, Direct payment from the plan, Investment management fees (direct) | $235,561 |
| Bpea Strategic Healthcare Ii Lp | Investment management, Direct payment from the plan, Investment management fees (direct) | $191,355 |
| Novara Tesija Catenacci Mcdonald & | Legal, Direct payment from the plan | $181,481 |
| Alcentra European Credit Opp | Investment management, Direct payment from the plan, Investment management fees (direct) | $180,481 |
| Sterling United Properties I, L.P. | Investment management, Direct payment from the plan, Investment management fees (direct) | $180,364 |
| Asb Capital Management Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $168,248 |
| Benefit Street Partners Senior Secu | Investment management, Direct payment from the plan, Investment management fees (direct) | $159,151 |
| Axiom Investors, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $141,679 |
| Crescent Capital | Investment management, Direct payment from the plan, Investment management fees (direct) | $138,051 |
| Riverstone | Investment management, Direct payment from the plan, Investment management fees (direct) | $137,350 |
| Bny Mellon | Investment management fees (direct), Investment management fees (indirect), Shareholder servicing fees | $133,921 |
| Adams Street Partners, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $122,323 |
| Mesirow Financial Inv Mgmt Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $103,255 |
| Brian Tatman | Employee (plan), Direct payment from the plan | $83,604 |
| Brian Ganton | Employee (plan), Direct payment from the plan | $83,312 |
| Mesirow Financial Private Eq Viii G | Investment management, Direct payment from the plan, Investment management fees (direct) | $77,755 |
| Chadwick Capanda | Employee (plan), Direct payment from the plan | $75,556 |
| Shavon M Bellia | Employee (plan), Direct payment from the plan | $72,792 |
| Angelo, Gordon & Co. | Investment management, Direct payment from the plan, Investment management fees (direct) | $70,991 |
| Monomoy Capital Partners Aiv Iii Lp | Investment management, Direct payment from the plan, Investment management fees (direct) | $53,153 |
| Jenna Bak | Employee (plan), Direct payment from the plan | $51,801 |
| Mellon Capital | Investment management, Direct payment from the plan, Investment management fees (direct) | $47,886 |
| Taylor Young | Employee (plan), Direct payment from the plan | $44,633 |
| Steven Itrich | Employee (plan), Direct payment from the plan | $41,889 |
| Michelle Kolar | Employee (plan), Direct payment from the plan | $41,778 |
| Stephanie Prior | Employee (plan), Direct payment from the plan | $38,588 |
| Aa Capital | Investment management, Direct payment from the plan, Investment management fees (direct) | $34,031 |
| Kristina Wade | Employee (plan), Direct payment from the plan | $31,896 |
| Laura Turton | Employee (plan), Direct payment from the plan | $31,167 |
| North Sky Capital Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $30,006 |
| Bcp Fund Iii A Lp | Investment management, Direct payment from the plan, Investment management fees (direct) | $29,546 |
| Nicole L Steinaway | Employee (plan), Direct payment from the plan | $27,224 |
| Pension Benefit Information | Direct payment from the plan, Other fees | $25,262 |
| Zenwork, Inc. | Copying and duplicating, Direct payment from the plan | $24,680 |
| Maddin, Hauser, Roth & Heller | Legal, Direct payment from the plan | $20,311 |
| Michael Richard Roll | Copying and duplicating, Direct payment from the plan | $17,825 |
| Terracap Management, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $17,019 |
| Dawda Mann Plc | Legal, Direct payment from the plan | $13,186 |
| Newstone Capital Ii Trust Fund | Investment management, Direct payment from the plan, Investment management fees (direct) | $11,886 |
| Watkins, Pawlick, Calati & Prifti | Legal, Direct payment from the plan | $9,860 |
| American Arbitration Association | Legal, Direct payment from the plan | $7,500 |
| Corrigan Record Storage, Llc | Other services, Direct payment from the plan | $7,004 |
| Entrust Global Partners Offshore Lp | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,363 |
| Segal Select Insurance Services Inc | Insurance agents and brokers, Insurance services | $0 |