Operating Engineers Local 428 Pension Trust
Sponsored by Operating Engineers Local 428 Pension Trust · EIN 866025732 · Plan #001 · Phoenix, AZ
- Total assets
- $16.7M
- Net assets
- $16.6M
- Active participants
- 0
- 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 |
|---|---|---|
| Panagora Asset Management Inc CRD 105201 | deterministic · 100% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Southwest Service Administrators | Participant communication, Copying and duplicating, Recordkeeping | $58,330 |
| The Segal Company | Consulting (pension), Consulting (general), Actuarial | $57,417 |
| Verus Advisors, Inc | Sub-transfer agency fees, Consulting (pension) | $53,518 |
| Spencer Fane Llp | Legal | $28,753 |
| Baldwin Moffitt Behm Llp | Accounting | $27,082 |
| Pnc Bank | Custodial (securities) | $11,949 |
| Jp Morgan Asset Management | Investment management | $9,993 |
| Western Asset Management | Investment management | $9,418 |
| Panagora Asset Management | Investment management | $6,861 |
| Weinberg, Roger & Rosenfeld | Legal | $5,355 |