Asbestos Workers L 24 Pen Fd Def Benefit Plan
Sponsored by Bd Ttees Asbestos Wrks L 24 Pen Fd · EIN 526117923 · Plan #001
- Total assets
- $108M
- Net assets
- $108M
- Active participants
- 427
- 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 |
|---|---|---|
| Kayne Anderson Rudnick Investment Management, Llc CRD 104599 | fuzzy_auto · 95% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | deterministic · 100% | 2024 |
| Chevy Chase Trust Company CRD 110742 | 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 |
|---|---|---|
| Carday Associates | Contract administrator, Direct payment from the plan | $117,117 |
| Kayne Anderson Rudnick Investment | Investment management, Investment management fees (direct), Soft dollars commissions | $111,310 |
| Hardman Johnston Global Advisors | Investment management, Investment management fees (direct) | $57,225 |
| Chevy Chase Trust Company | Custodial (securities), Investment management fees (direct), Investment management | $54,103 |
| Dahab Associates, Inc. | Consulting (pension), Direct payment from the plan | $48,998 |
| Bolton Partners, Inc. | Actuarial, Direct payment from the plan | $45,752 |
| Novak Francella, Llc | Investment management, Investment management fees (direct) | $30,532 |
| Mooney, Green, Saindon, Murphy, &We | Legal, Direct payment from the plan | $28,868 |
| Asb Capital Management, Llc | Investment management, Investment management fees (direct) | $19,002 |
| Bank Of Labor | Custodial (securities), Investment advisory (plan), Shareholder servicing fees | $5,101 |