Iue Cwa Pension Plan
Sponsored by Trustees Of Iue Cwa Afl Cio Pension Fund · EIN 226250252 · Plan #001
- Total assets
- $475M
- Net assets
- $472M
- Active participants
- 387
- 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 |
|---|---|---|
| Invesco Advisers, Inc. CRD 105360 | deterministic · 100% | 2024 |
| Gw&K Investment Management, Llc CRD 121942 | fuzzy_auto · 93% | 2024 |
| Segal Advisors, Inc. CRD 114687 | fuzzy_auto · 98% | 2024 |
| Mellon Investments Corporation CRD 105764 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions | Contract administrator, Direct payment from the plan | $809,115 |
| Schulte Roth & Zabel Llp | Legal, Direct payment from the plan | $367,323 |
| Invesco Advisers Inc | Investment management, Investment management fees (direct) | $224,452 |
| Segal & Company | Actuarial, Direct payment from the plan | $145,175 |
| Cohen,Weiss & Simon, Llp | Legal, Direct payment from the plan | $138,856 |
| Gw&K Investment Management | Investment management, Investment management fees (direct) | $132,619 |
| Segal Macro Advisor | Investment management, Investment management fees (direct) | $131,024 |
| The Northern Trust Company | Custodial (securities), Direct payment from the plan, Other investment fees and expenses | $129,790 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $54,000 |
| Amalgamated Employee Benefits Admin | Direct payment from the plan, Other fees | $37,969 |
| Cooke & Bieler | Investment management, Investment management fees (direct), Soft dollars commissions | $24,943 |
| Regions Bank | Recordkeeping, Direct payment from the plan | $21,525 |
| Prudential Insurance Co | Investment management, Investment management fees (direct) | $15,134 |
| Counsel Advisors, Inc. | Consulting (general), Direct payment from the plan | $10,553 |
| Jams, Inc. | Legal, Direct payment from the plan | $9,200 |
| Mellon Investments Corporation | Investment management, Investment management fees (direct) | $5,345 |