Wisconsin Masons Pension Fund
Sponsored by Board Of Trustees Of Wisconsin Masons Pension Fund · EIN 396185238 · Plan #001
- Total assets
- $327M
- Net assets
- $327M
- Active participants
- 1,001
- With balances
- 0
Plan year beginning 06/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bpa Of Wi A Benesys Company | Recordkeeping, Other fees, Direct payment from the plan | $190,363 |
| Gallagher Fiduciary Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $130,126 |
| Us Bank | Custodial (securities), Custodial (other), Direct payment from the plan | $76,391 |
| Asb Capital Management Llc | Investment management, Investment management fees (direct) | $63,316 |
| United Actuarial Services, Inc. | Actuarial, Direct payment from the plan | $61,850 |
| Iron Mountain Madison | Recordkeeping, Direct payment from the plan | $57,423 |
| Western Asset Managemnt Company | Investment management, Investment management fees (direct) | $35,417 |
| Sikich Cpa Llc | Accounting, Direct payment from the plan | $33,650 |
| Reinhart Boerner Van Deuren S.C. | Legal, Direct payment from the plan | $32,432 |
| The Previant Law Firm | Legal, Direct payment from the plan | $31,435 |