California Ironworkers Field Pension Trust
Sponsored by Board Of Trustees, California Ironworkers Field Pension Trust Fun · EIN 956042866 · Plan #001
- Total assets
- $3.5B
- Net assets
- $3.5B
- Active participants
- 9,028
- 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 |
|---|---|---|
| Blackrock Financial Management, Inc CRD 107105 | deterministic · 100% | 2024 |
| Champlain Investment Partners, Llc CRD 132474 | deterministic · 100% | 2024 |
| Jennison Associates Llc CRD 107959 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Newton Investment Management North America Llc CRD 312937 | fuzzy_auto · 98% | 2024 |
| Aristotle Capital Boston, Llc CRD 173198 | deterministic · 100% | 2024 |
| Mellon Investments Corporation CRD 105764 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ironworkers Employees Benefit Corp. | Contract administrator, Direct payment from the plan | $2,839,714 |
| Arrowstreet Capital | Investment management, Direct payment from the plan, Investment management fees (direct) | $2,416,898 |
| Blackrock Financial Management | Investment management, Investment management fees (direct) | $848,753 |
| Champlain Investment Partners | Investment management, Investment management fees (direct), Direct payment from the plan | $835,587 |
| Jennison Associates Llc | Investment management, Investment management fees (direct), Direct payment from the plan | $686,956 |
| Asb Capital Management Llc | Investment management, Direct payment from the plan | $643,087 |
| Pimco | Investment management, Investment management fees (indirect), Direct payment from the plan | $618,544 |
| Dodge & Cox | Investment management, Direct payment from the plan, Investment management fees (direct) | $402,016 |
| Newton Investment Management North | Investment management, Direct payment from the plan, Investment management fees (direct) | $322,967 |
| The Bank Of New York Mellon Trust C | Trustee (institutional), Direct payment from the plan, Float revenue | $307,425 |
| Aristotle Capital Boston Llc | Direct payment from the plan, Investment management fees (direct), Soft dollars commissions | $267,198 |
| Rvk, Inc. | Investment advisory (plan), Direct payment from the plan | $258,065 |
| Kraw Law Group, Apc | Legal, Direct payment from the plan | $248,009 |
| Milliman, Inc | Actuarial, Consulting (pension), Direct payment from the plan | $197,814 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $141,545 |
| Logicalis, Inc. | Other services, Direct payment from the plan | $104,975 |
| Top Tier Resources, Inc. | Consulting (general), Other services, Direct payment from the plan | $86,363 |
| Wells Fargo Bank, N.A. | Trustee (institutional), Direct payment from the plan | $70,108 |
| Mellon Investment Corp | Investment management, Direct payment from the plan, Investment management fees (direct) | $58,248 |
| Level 3 Financing, Inc | Other services, Direct payment from the plan | $55,302 |
| Roth Staffing Companies, Lp | Other services, Direct payment from the plan | $50,415 |
| State Street Global Markets Llc | Securities brokerage, Direct payment from the plan | $50,008 |
| Iron Mountain, Inc. | Recordkeeping, Direct payment from the plan | $37,249 |
| Union Graphics, Llc | Other services, Direct payment from the plan | $34,216 |
| Nth Generation Computing, Inc. | Recordkeeping, Direct payment from the plan | $24,472 |
| Ubs Securities Llc, Stamford | Securities brokerage, Direct payment from the plan | $10,364 |
| House Of Printing, Inc. | Copying and duplicating, Direct payment from the plan | $8,479 |
| Stericycle, Inc | Other services, Direct payment from the plan | $8,024 |
| Goldman Sachs & Co, Ny | Securities brokerage, Direct payment from the plan | $6,875 |
| Virtu Americas Llc | Securities brokerage, Direct payment from the plan | $6,382 |
| Life Status 360, Llc | Other services, Direct payment from the plan | $6,192 |
| Cybercoders, Inc. | Other services, Direct payment from the plan | $6,160 |
| Raymond James & Assoc Inc | Securities brokerage, Direct payment from the plan | $5,807 |
| Quadient Cxm Usa Inc | Recordkeeping, Direct payment from the plan | $5,247 |
| Paylocity Corporation | Other services, Direct payment from the plan | $5,139 |
| Liquidnet Inc | Securities brokerage, Direct payment from the plan | $5,104 |
| Marsh Mclennan Companies, Inc. | Insurance brokerage commissions | $0 |
| Hbk Multi Strategy Offshore Fund Lt | Investment management fees (indirect), Other investment fees and expenses | $0 |