Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund
Sponsored by Board Of Trustees, Iron Workers Local No. 5 & Iwea · EIN 521075473 · Plan #001
- Total assets
- $425M
- Net assets
- $417M
- Active participants
- 817
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | deterministic · 100% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | fuzzy_auto · 93% | 2024 |
| Rhumbline Advisers Ltd Partnership CRD 107151 | fuzzy_auto · 98% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Wedge Capital Management Llp CRD 106234 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| J.P. Morgan Investment | Investment advisory (plan), Investment management, Direct payment from the plan | $632,841 |
| Wpas, Inc. | Contract administrator, Direct payment from the plan | $272,435 |
| Wedge Capital Management | Investment management, Investment management fees (direct), Soft dollars commissions | $237,217 |
| Ullico Investment Advisors, Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $225,950 |
| Acadian Asset Management Llc | Investment management, Direct payment from the plan | $223,759 |
| Thomson Horstmann & Bryant | Investment management, Direct payment from the plan, Soft dollars commissions | $149,938 |
| Bha Consulting Llc | Consulting (general), Direct payment from the plan | $137,408 |
| Invesco Trust Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $106,940 |
| Segal Marco | Investment advisory (plan), Direct payment from the plan | $80,000 |
| Principal Custody Solutions | Custodial (securities), Direct payment from the plan | $61,369 |
| Ubs | Investment management, Direct payment from the plan | $59,989 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $45,700 |
| O'donoghue & O'donoghue Llp | Legal, Direct payment from the plan | $40,913 |
| State Street Global Advisors | Custodial (other), Direct payment from the plan, Investment management fees (direct) | $39,341 |
| Rhumbline Advisors | Investment management, Direct payment from the plan, Investment management fees (direct) | $37,083 |
| Schultheis & Panettieri Llp | Accounting, Direct payment from the plan | $14,902 |
| Bank Of America | Other services, Direct payment from the plan | $11,900 |
| Northern Trust Corporation | Direct payment from the plan, Investment management fees (direct), Float revenue | $10,541 |
| Print Time | Copying and duplicating, Direct payment from the plan | $9,603 |
| Amalgamated Bank Of Chicago | Custodial (securities), Direct payment from the plan, Float revenue | $7,770 |
| Segal Select Insurance Services | Insurance services, Direct payment from the plan | $5,893 |