Operating Engineers' Local 324, Defined Contribution Pension Plan
Sponsored by Joint Board Of Trustees, Operating Engineers Local 324, Dc · EIN 383386104 · Plan #002
- Total assets
- $248M
- Net assets
- $248M
- Active participants
- 8,349
- With balances
- 20,636
Plan year beginning 05/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Pgim, Inc. CRD 105676 | deterministic · 100% | 2024 |
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
| Earnest Partners Llc CRD 107926 | deterministic · 100% | 2024 |
| Schauer Investment Management, Inc. CRD 283119 | fuzzy_auto · 95% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Hudson Edge Investment Partners, Inc. CRD 104870 | deterministic · 100% | 2024 |
| Crescent Capital Group Lp CRD 153966 | deterministic · 100% | 2024 |
| The London Company Of Virginia, Llc CRD 106654 | deterministic · 100% | 2024 |
| Lindsell Train Limited CRD 158323 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Axiom Investors Llc CRD 109605 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Blackstone Infra Partners V Feeder | Investment management, Direct payment from the plan, Investment management fees (direct) | $446,335 |
| Pgim | Investment management, Direct payment from the plan, Investment management fees (direct) | $371,709 |
| Sierra Investment Partners, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $206,286 |
| The Bank Of New York Mellon | Custodial (securities), Investment management, Direct payment from the plan | $163,439 |
| Plante & Moran, Pllc | Accounting, Direct payment from the plan | $140,565 |
| Earnest Partners, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $133,383 |
| Permira Advisors Llp | Investment management, Direct payment from the plan, Investment management fees (direct) | $109,637 |
| Schroder Investment Management Na | Investment management, Direct payment from the plan, Investment management fees (direct) | $104,549 |
| Washington Capital Management Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $97,983 |
| Alcentra European Credit Opp Fd | Investment management, Direct payment from the plan, Investment management fees (direct) | $94,580 |
| Hudson Edge Investment Partners Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $90,976 |
| National Invstmnt Serv Of America | Investment management, Direct payment from the plan, Investment management fees (direct) | $83,649 |
| Crescent Capital Group | Investment management, Direct payment from the plan, Investment management fees (direct) | $75,928 |
| The London Company Of Virginia, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $71,902 |
| Novara Tesija Catenacci Mcdonald | Legal, Direct payment from the plan | $69,893 |
| Solxsys Administrative Solutions | Plan administrator, Recordkeeping, Direct payment from the plan | $68,944 |
| Lindsell Train Limited | Investment management, Direct payment from the plan, Investment management fees (direct) | $52,261 |
| Nepc, Llc | Consulting (pension), Direct payment from the plan | $45,991 |
| Stefansky, Holloway & Nichols, Inc. | Accounting, Direct payment from the plan | $44,926 |
| American Graphics Printing Co. | Copying and duplicating, Direct payment from the plan | $37,531 |
| Loomis Sayles Trust Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $33,095 |
| Morgan Stanley | Investment management, Direct payment from the plan, Investment management fees (direct) | $32,557 |
| Axiom Investors, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $24,354 |
| Weisman, Young & Ruemenapp, P.C. | Legal, Direct payment from the plan | $17,334 |
| Asherkelly | Legal, Direct payment from the plan | $12,473 |
| Segal Select Insurance Services Inc | Insurance agents and brokers, Insurance services | $0 |