Pipe Trades Services Mn Pension Fund
Sponsored by Trustees Of The Pipe Trades Services Mn Pension Trust · EIN 416131800 · Plan #001
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 4,758
- 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 |
|---|---|---|
| Stairway Partners, Llc CRD 133157 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | fuzzy_auto · 98% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Westfield Capital Management Company, L.P. CRD 146990 | fuzzy_auto · 98% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | deterministic · 100% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stairway Partners, Llc | Consulting (pension), Investment advisory (plan), Investment management | $1,363,167 |
| Pipe Trades Services Mn, Inc. | Plan administrator, Direct payment from the plan | $879,162 |
| Ullico Investement Advisors Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $344,683 |
| Intercontinental Real Estate Corp | Investment management, Direct payment from the plan, Investment management fees (direct) | $299,660 |
| Milliman, Inc. | Actuarial, Recordkeeping, Direct payment from the plan | $242,635 |
| Plante & Moran, Pllc | Accounting, Direct payment from the plan | $219,685 |
| Westfield Capital Management Co, Lp | Investment management, Direct payment from the plan, Investment management fees (direct) | $156,554 |
| Taft Stettinius & Hollister Llp | Legal, Direct payment from the plan | $153,546 |
| Hardman Johnston Global Advisors | Investment management, Direct payment from the plan, Investment management fees (direct) | $153,447 |
| Midwest Institutional Trust Company | Trustee (institutional), Direct payment from the plan, Finders' fees/placement fees | $125,711 |
| American Realty Advisors, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $93,522 |
| Mesirow Financial Services,Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $24,532 |
| Taft Hartley Healthworks, Inc. | Consulting (general), Direct payment from the plan, Participant communication | $20,000 |
| Examworks, Llc | Other services, Direct payment from the plan | $10,721 |
| Honsa Binder Printing, Inc. | Copying and duplicating, Direct payment from the plan | $10,311 |
| Hamilton Lane Advisor, Llc | Investment management, Investment management fees (indirect) | $0 |