Milwaukee Drivers Pension Plan
Sponsored by Board Of Trustees Milwaukee Drivers Pension Fund · EIN 396045229 · Plan #001
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 2,309
- 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 |
|---|---|---|
| River Road Asset Management, Llc CRD 134918 | deterministic · 100% | 2024 |
| Alliancebernstein Corporation CRD 107445 | fuzzy_auto · 99% | 2024 |
| Goodwin Capital Advisers, Inc. CRD 108290 | deterministic · 100% | 2024 |
| Macquarie Investment Management Europe Limited CRD 284603 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jp Morgan Chase Bank | Investment management, Investment advisory (plan), Trustee (discretionary) | $378,679 |
| River Road Asset Management | Investment management, Soft dollars commissions, Investment management fees (direct) | $269,794 |
| Soldon Law Firm, Llc | Legal, Direct payment from the plan | $260,140 |
| Alliance Bernstein Lp | Investment management, Investment management fees (direct) | $234,689 |
| Loomis Sayles Trust Co | Investment management, Investment management fees (direct) | $221,909 |
| Bny Mellon Investment Management | Investment management fees (direct) | $208,555 |
| Goodwin Capital Advisers | Investment management | $167,481 |
| Benefit Plan Administrators | Plan administrator | $144,216 |
| The Segal Company | Direct payment from the plan | $138,854 |
| Pnc Bank | Investment management, Investment management fees (direct) | $126,321 |
| Segal Marco Consulting | Investment advisory (plan), Direct payment from the plan | $115,000 |
| Columbia Threadneedle | Investment management, Investment management fees (direct), Soft dollars commissions | $114,466 |
| Wellington Trust Co | Investment management, Investment management fees (direct) | $77,747 |
| Calibre Cpa Group, Pllc | Accounting, Direct payment from the plan | $29,250 |
| Macquarie Investment Management | Investment management | $21,642 |
| Segal Select Insurance | Insurance brokerage commissions | $0 |