Laborers Local 235 Pension Fund
Sponsored by Board Of Trustees Laborers Local 235 Pension Fund · EIN 136186984 · Plan #001
- Total assets
- $104M
- Net assets
- $103M
- Active participants
- 522
- 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 |
|---|---|---|
| Stacey Braun Associates Inc CRD 105056 | deterministic · 100% | 2024 |
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | fuzzy_auto · 98% | 2024 |
| Clearbridge Investments, Llc CRD 137028 | deterministic · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stacey Braun Associates, Inc. | Investment management, Investment management fees (direct) | $125,111 |
| Lazard Asset Management, Llc | Investment management, Investment management fees (direct) | $106,452 |
| Boston Partners Global Invest, Inc. | Investment management, Investment management fees (direct) | $102,465 |
| Marshall & Moss Admin Services | Recordkeeping, Direct payment from the plan, Plan administrator | $75,031 |
| Intercontinental Real Estate | Custodial (securities), Investment management, Investment management fees (direct) | $53,503 |
| The Segal Company, Inc. | Actuarial, Direct payment from the plan, Consulting fees | $50,440 |
| Merrill Lynch | Investment advisory (plan), Consulting fees | $40,000 |
| Irina Honczarenko | Employee (plan), Direct payment from the plan | $35,114 |
| Barnes, Iaccarino & Shepherd Llp | Legal, Direct payment from the plan | $33,000 |
| Bank Of America | Custodial (securities), Investment management fees (direct) | $31,082 |
| Citrin Cooperman & Company, Llp | Accounting, Direct payment from the plan | $27,600 |
| Joanne Panteleo | Employee (plan), Direct payment from the plan | $26,251 |
| Angela Vassalo | Employee (plan), Direct payment from the plan | $25,939 |
| Marshall & Moss Payroll Compliance | Accounting, Direct payment from the plan | $11,049 |
| Clearbridge Investments, Llc | Investment management | $0 |