Local 734 Pension Fund
Sponsored by Trustees Of The Local 734 Pension Fund · EIN 516040136 · Plan #001 · Chicago, IL
- Total assets
- $95.5M
- Net assets
- $95.2M
- Active participants
- 945
- 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 |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
| Mai Capital Management, Llc CRD 109807 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| Rive Capital Advisors Llc CRD 308357 | deterministic · 100% | 2024 |
| Ridge Capital Management, Llc CRD 127200 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rgm Capital Management | Investment management, Investment management fees (direct) | $372,181 |
| Rive Capital Advisors, Llc | Investment management, Investment management fees (direct) | $188,679 |
| Horizon Actuarial Services | Actuarial, Direct payment from the plan | $174,606 |
| Tom Boehm | Employee (plan) | $112,500 |
| Cjbs, Llc | Accounting, Direct payment from the plan | $111,609 |
| Ridge Capital Management Llc | Investment management, Investment management fees (direct) | $96,550 |
| Charles Pastore | Employee (plan) | $93,151 |
| Asb Capital Management Llc | Investment management, Investment management fees (direct) | $91,264 |
| Ntiva, Inc | Other services, Direct payment from the plan | $81,575 |
| Macnell Accounting & Consulting Llp | Accounting, Direct payment from the plan | $81,250 |
| A 1 Contractors, Inc. | Other services, Direct payment from the plan | $60,995 |
| Mcgann Ketterman & Rioux, Ltd. | Legal, Direct payment from the plan | $60,000 |
| U.S.Bank | Custodial (securities), Trustee (institutional), Direct payment from the plan | $56,151 |
| Hanover Insurance Group | Insurance services, Direct payment from the plan | $41,042 |
| Marquette Associates, Inc. | Investment advisory (plan), Direct payment from the plan | $35,000 |
| R. Carrozza Plumbing Inc. | Other services, Direct payment from the plan | $32,179 |
| Servon Group | Other services, Direct payment from the plan | $30,057 |
| Fleck's Landscaping | Other services, Direct payment from the plan | $28,855 |
| Maribel Gomez | Employee (plan) | $27,832 |
| Capital Asset Monitoring | Investment advisory (plan), Direct payment from the plan | $25,000 |
| Laner Muchin Ltd. | Legal, Direct payment from the plan | $22,361 |
| Metropolitan Industries | Other services, Direct payment from the plan | $20,803 |
| Willmington Trust, N.A. | Investment management, Investment management fees (direct) | $17,520 |
| Jan Electric Llc | Other services, Direct payment from the plan | $15,094 |
| Paul Reilly Company | Other services, Direct payment from the plan | $14,736 |
| Midwest Mechanical | Other services, Direct payment from the plan | $14,058 |
| Mai Capital Management | Investment management, Investment management fees (direct) | $11,608 |
| Mittera Chicago | Copying and duplicating, Direct payment from the plan | $9,377 |
| Pension Benefit Information, Llc | Consulting (pension), Direct payment from the plan | $9,231 |
| Thermoflo, Inc. | Other services, Direct payment from the plan | $8,306 |
| Forest Security, Inc. | Other services, Direct payment from the plan | $7,221 |
| Segall Bryant & Hamill | Investment management, Investment management fees (direct), Soft dollars commissions | $6,483 |
| Reliable Fire Equipment | Other services, Direct payment from the plan | $6,121 |
| Everbank, Na | Custodial (other), Direct payment from the plan | $5,997 |
| Otis Elevator Company | Other services, Direct payment from the plan | $5,136 |
| Mvs Corp | Recordkeeping, Direct payment from the plan | $5,000 |