I.B.E.W. Local Union No 357 Pension Trust Fund, Plan A
Sponsored by I.B.E.W. Board Of Trustees For Local 357 Pension Trust · EIN 886023284 · Plan #001 · Las Vegas, NV
- Total assets
- $552M
- Net assets
- $547M
- Active participants
- 2,514
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Bny Mellon Investment Adviser, Inc. CRD 105642 | deterministic · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Allspring Global Investments, Llc CRD 104973 | deterministic · 100% | 2024 |
| Parametric Portfolio Associates Llc CRD 114310 | deterministic · 100% | 2024 |
| Global Trust Asset Management, Llc CRD 143120 | deterministic · 100% | 2024 |
| National Real Estate Advisors, Llc CRD 148615 | deterministic · 100% | 2024 |
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
| Washington Capital Management Inc CRD 105253 | fuzzy_auto · 96% | 2024 |
| Crescent Capital Group Lp CRD 153966 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bny Mellon Investment Adviser, Inc | Investment management, Investment management fees (direct), Other investment fees and expenses | $474,943 |
| Benesys, Inc | Contract administrator, Accounting, Recordkeeping | $349,709 |
| Kpeif Ii, Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $244,408 |
| Intercontinental Real Estate Corp | Investment management, Investment management fees (direct) | $206,589 |
| Milliman, Inc | Actuarial, Consulting (general), Consulting (pension) | $202,788 |
| Ullico Investment Advisors Inc | Investment management, Investment management fees (direct) | $187,213 |
| Allspring Global Investments | Investment management, Investment management fees (direct), Soft dollars commissions | $186,484 |
| Parametric Portfolio Associates Llc | Investment management, Investment management fees (direct) | $141,154 |
| Brownstein Hyatt Farber Schreck Llp | Legal, Direct payment from the plan | $132,507 |
| Global Trust Company | Accounting, Custodial (securities), Trustee (institutional) | $125,956 |
| National Real Estate Advisors, Llc | Investment management, Investment management fees (direct) | $102,116 |
| Nepc, Llc | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $100,363 |
| Foundry Partners, Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $99,158 |
| Berry & Co., Cpa's Ltd | Accounting, Direct payment from the plan | $80,290 |
| Smart Source, Llc | Copying and duplicating, Direct payment from the plan | $77,847 |
| Washington Capital Mgmt, Inc | Investment management, Investment management fees (direct) | $37,054 |
| Backcast Mgmt Partners, Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $32,517 |
| Kaeftx Vii, Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $29,288 |
| Crescent Capital Group Lp | Investment management, Investment management fees (indirect), Other investment fees and expenses | $23,505 |
| Midwest Institutional Trust Company | Custodial (securities), Trustee (institutional), Direct payment from the plan | $21,155 |
| Ocean Avenue Gp Iv, Llc | Investment management, Investment management fees (indirect), Other investment fees and expenses | $10,000 |
| U.S. Bank N.A. | Other services, Direct payment from the plan, Account maintenance fees | $6,691 |
| Greene Infuso Llp | Legal, Direct payment from the plan | $5,355 |
| Union Insurance Group, Inc. | Insurance agents and brokers, Insurance brokerage commissions | $0 |