Eastern Atlantic States Carpenters Pension Fund
Sponsored by Board Of Trustees Eastern Atlantic States Carpenters Pension Fund · EIN 231613018 · Plan #001
- Total assets
- $5.0B
- Net assets
- $4.5B
- Active participants
- 12,161
- 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 |
|---|---|---|
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
| Wedge Capital Management Llp CRD 106234 | deterministic · 100% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | deterministic · 100% | 2024 |
| Lord, Abbett & Co. Llc CRD 110391 | fuzzy_auto · 95% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Great Lakes Advisors, Llc CRD 110757 | deterministic · 100% | 2024 |
| Stoneridge Investment Partners Llc CRD 109261 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 93% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sierra Investment Partners Inc. | Investment management, Investment management fees (direct) | $1,039,239 |
| Wedge Capital Management Llp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $921,972 |
| Hardman Johnston Global Advisors | Investment management, Investment management fees (direct) | $837,899 |
| The Revolt Group Llc | Consulting (general), Direct payment from the plan | $722,906 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $662,074 |
| Loomis & Sayles Company Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $645,161 |
| Lord Abbett & Co. Llc | Investment management, Investment management fees (direct) | $634,022 |
| Investment Performance Services Llc | Investment advisory (plan), Direct payment from the plan | $570,500 |
| Eastern Atlantic State Reg Council | Direct payment from the plan, Other fees | $544,239 |
| Foundry Partners Llc | Investment management, Investment management fees (direct) | $511,691 |
| Great Lakes Advisors Llc | Investment management, Investment management fees (direct) | $498,754 |
| Kroll Heineman Ptasiewicz & Parsons | Legal, Direct payment from the plan | $467,724 |
| Stoneridge Investment Partners Llc | Investment management, Investment management fees (direct) | $380,307 |
| Royal Printing Service | Other services, Direct payment from the plan | $368,322 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $344,608 |
| Segall Bryant & Hamill Llc | Investment management, Investment management fees (direct) | $337,327 |
| Bank Of New York Mellon | Custodial (securities), Investment management, Other services | $318,646 |
| The Mckeogh Company | Actuarial, Direct payment from the plan | $310,134 |
| National Investment Svcs Of Amer | Investment management, Investment management fees (direct) | $295,162 |
| Chartwell Investment Partners, Llc | Investment management, Investment management fees (direct) | $260,125 |
| Susanin Widman & Brennan Pc | Legal, Direct payment from the plan | $161,863 |
| Piotr Tonia | Employee (plan), Direct payment from the plan | $113,142 |
| Limbach Facility Services Llc | Other services, Direct payment from the plan | $111,995 |
| Dorothea Kouba | Employee (plan), Direct payment from the plan | $101,389 |
| Joseph Obuchowicz | Employee (plan), Direct payment from the plan | $100,438 |
| Printerlogic Inc. Dba Vasion | Legal, Direct payment from the plan | $95,520 |
| Ian Ruegg | Employee (plan), Direct payment from the plan | $75,402 |
| Jj Pierson Esq | Legal, Direct payment from the plan | $72,000 |
| Ryan Sica | Employee (plan), Direct payment from the plan | $68,462 |
| Eric Scheckler | Employee (plan), Direct payment from the plan | $66,268 |
| Merrilyn Guardino | Employee (plan), Direct payment from the plan | $62,789 |
| Yvette Sistrunk | Employee (plan), Direct payment from the plan | $61,018 |
| Stephanie Abass Shereef | Employee (plan), Direct payment from the plan | $57,586 |
| David Letushko | Employee (plan), Direct payment from the plan | $57,229 |
| Jaret Grann | Employee (plan), Direct payment from the plan | $55,280 |
| Richard Kennedy | Employee (plan), Direct payment from the plan | $53,982 |
| Debbie Kwiatek | Employee (plan), Direct payment from the plan | $53,371 |
| Andrew Patino | Employee (plan), Direct payment from the plan | $51,476 |
| Mary Gordon | Employee (plan), Direct payment from the plan | $48,989 |
| Robert A Pauro | Employee (plan), Direct payment from the plan | $42,426 |
| Jay Buhay | Employee (plan), Direct payment from the plan | $42,024 |
| Arman Razvi | Employee (plan), Direct payment from the plan | $40,894 |
| Iron Mountain Inc. | Other services, Direct payment from the plan | $39,434 |
| Antonio Bookin | Employee (plan), Direct payment from the plan | $35,420 |
| Evelyn Soto | Employee (plan), Direct payment from the plan | $34,282 |
| Jonathan Linden | Employee (plan), Direct payment from the plan | $34,143 |
| Jacob Madrid | Employee (plan), Direct payment from the plan | $33,055 |
| Nicole Goodale | Employee (plan), Direct payment from the plan | $30,611 |
| Vance Lund | Employee (plan), Direct payment from the plan | $30,197 |
| Vania Nieves | Employee (plan), Direct payment from the plan | $29,766 |
| Richard K Cobb | Employee (plan), Direct payment from the plan | $29,764 |
| Catherine Byrnes | Employee (plan), Direct payment from the plan | $29,347 |
| Danielle Hickman | Employee (plan), Direct payment from the plan | $29,136 |
| Erik Larsen | Employee (plan), Direct payment from the plan | $28,444 |
| Erica Gay | Employee (plan), Direct payment from the plan | $28,340 |
| Jason Gerow | Employee (plan), Direct payment from the plan | $27,672 |
| Erik Sabol | Employee (plan), Direct payment from the plan | $27,139 |
| Aramark Refreshment Services, Llc | Other services, Direct payment from the plan | $26,927 |
| Seamus R Breen | Employee (plan), Direct payment from the plan | $26,835 |
| Joseph Vennel | Employee (plan), Direct payment from the plan | $26,103 |
| Reno Randle | Employee (plan), Direct payment from the plan | $25,955 |
| Brendan Balco | Employee (plan), Direct payment from the plan | $25,831 |
| Perfect Temp Services Llc | Other services, Direct payment from the plan | $16,450 |
| Certified Protection | Other services, Direct payment from the plan | $15,255 |
| High Concrete Group | Other services, Direct payment from the plan | $15,000 |
| Proxyvote Plus Holdings Inc. | Direct payment from the plan, Other investment fees and expenses | $13,500 |
| Schindler Elevator Corporation | Other services, Direct payment from the plan | $13,244 |
| Waste Industries Inc | Other services, Direct payment from the plan | $6,381 |
| Penn Power Group | Other services, Direct payment from the plan | $5,770 |
| Segal Select Insurance Service Inc | Insurance agents and brokers, Insurance brokerage commissions | $0 |