Contractors Laborers Teamsters & Engineers Pension Plan
Sponsored by Contractors Laborers Teamsters & Engineers Pension Plan · EIN 476049397 · Plan #001
- Total assets
- $149M
- Net assets
- $149M
- Active participants
- 884
- 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 |
|---|---|---|
| Fiduciary Management, Inc. CRD 109149 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney | Custodial (securities), Recordkeeping fees, Other services | $396,818 |
| Fiduciary Management | Investment management | $76,663 |
| Larry Murray | Employee (plan), Plan administrator | $72,414 |
| Milliman | Actuarial | $59,881 |
| Bridgeway | Recordkeeping | $56,927 |
| Sydney Barton | Employee (plan) | $49,777 |
| Irene Marquez | Employee (plan) | $49,777 |
| Blackrock | Investment management | $48,031 |
| Pat Elliott | Employee (plan) | $43,746 |
| Deboer & Associates, Pc | Accounting | $33,083 |
| Proloan Bond Fund | Investment management | $14,462 |
| Young & White | Legal | $8,761 |
| Weinberg & Weinberg, Pc | Legal | $8,688 |
| Segal Marco Advisors | Consulting (pension) | $5,000 |