Local 68 Engineers Union Annuity Plan
Sponsored by Local 68 Engineers Union Annuity Fund Board Of Trustees · EIN 226289939 · Plan #001
- Total assets
- $971M
- Net assets
- $971M
- Active participants
- 5,542
- With balances
- 7,033
Plan year beginning 07/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Chartwell Investments Ii, Llc CRD 160554 | fuzzy_auto · 97% | 2024 |
| Investment Performance Services Llc CRD 105527 | fuzzy_auto · 97% | 2024 |
| Wedge Capital Management Llp CRD 106234 | deterministic · 100% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | deterministic · 100% | 2024 |
| Great Lakes Advisors, Llc CRD 110757 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Chartwell Investment Ptrs | Investment management fees (direct), Securities brokerage commissions, Investment management | $609,306 |
| Great Lakes Advisors | Securities brokerage commissions, Investment management fees (direct), Investment management | $438,373 |
| Investment Performance Svcs Llc | Consulting (general), Investment advisory (plan) | $267,500 |
| Hardman Johnston Global Advisors | Investment management fees (direct), Other investment fees and expenses, Investment management | $190,695 |
| Wedge Capital Management Llp | Investment management fees (direct), Securities brokerage commissions, Investment management | $177,311 |
| Local 68 Eng Union Welfare Fd | Contract administrator | $166,090 |
| Local 68 Eng Union Education Fd | Contract administrator | $131,324 |
| Comerica Bank | Other investment fees and expenses, Custodial (securities) | $87,860 |
| Bridgeway Benefit Technologies | Recordkeeping | $39,060 |
| The Northern Trust Company | Investment management fees (direct), Other investment fees and expenses, Investment management | $38,669 |
| Christopher Ruton | Employee (plan) | $31,320 |
| Kathleen Iandiorio | Employee (plan) | $25,014 |
| Mspc | Accounting | $20,000 |
| Wasilewski & Keating Pc | Accounting | $19,800 |
| Oransky Scaraggi & Borg Pc | Legal | $12,000 |