International Painters And Allied Trades Industry Annuity Plan
Sponsored by Intl Painters & Allied Trades Ind. Pension Fund · EIN 526073909 · Plan #002
- Total assets
- $644M
- Net assets
- $635M
- Active participants
- 25,636
- With balances
- 24,603
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Northern Trust Global Investments Ltd CRD 111900 | fuzzy_auto · 98% | 2024 |
| Francisco Partners Management, L.P. CRD 160272 | fuzzy_auto · 98% | 2024 |
| Mc Credit Partners Lp CRD 167929 | deterministic · 100% | 2024 |
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman | Contract administrator, Custodial (securities), Direct payment from the plan | $1,034,544 |
| Tucker Arensberg Pc | Legal, Direct payment from the plan | $144,215 |
| Vitech Systems Group | Consulting (general), Direct payment from the plan | $137,354 |
| Verus Advisory, Inc. | Investment advisory (plan), Investment management fees (direct) | $85,000 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $71,163 |
| Northern Trust Global Investments | Investment management, Investment management fees (direct) | $69,957 |
| Piiaf Dc 9 | Contract administrator, Direct payment from the plan | $45,508 |
| Northern Trust Company | Investment management | $40,001 |
| Christensen, James & Martin | Legal, Direct payment from the plan | $12,785 |
| Marquette Associates | Investment management, Investment management fees (direct) | $10,200 |
| Richard J Wolf And Company Inc | $9,451 | |
| Xpan Law Group Llc | Legal, Direct payment from the plan | $8,580 |
| Nepc, Llc | Investment advisory (plan), Investment management fees (indirect) | $7,500 |
| Legacy Professionals Llp | Accounting, Direct payment from the plan | $7,395 |
| Amsar (District Council 36) | Contract administrator, Direct payment from the plan | $6,428 |
| Wilson Mcshane Corporation | Contract administrator, Direct payment from the plan | $6,352 |
| Matrix Trust Company | Custodial (other), Investment management fees (indirect) | $0 |
| Franisco Partners | Investment management, Investment management fees (indirect) | $0 |
| Ebony Dozier | Employee (plan), Other services | $0 |
| Maudeline Quarrie | Employee (plan), Other services | $0 |
| Marji Smith | Employee (plan) | $0 |
| Ashley Kern | Employee (plan), Other services | $0 |
| Juliet Gray | Employee (plan), Other services | $0 |
| Kyshawna Sye | Employee (plan), Other services | $0 |
| Natalie Cuesta | Employee (plan), Other services | $0 |
| James Bogart | Employee (plan) | $0 |
| Brady Nelson | Employee (plan), Other services | $0 |
| Roxanne Mundo | Employee (plan), Other services | $0 |
| Lauren Brown | Employee (plan), Other services | $0 |
| Michelle Ababneh | Employee (plan), Other services | $0 |
| Christina Emmel | Employee (plan), Other services | $0 |
| Brenda Quest | Employee (plan), Other services | $0 |
| Gosaye Kidanemariam | Employee (plan), Other services | $0 |
| Jerry Shipp | Employee (plan) | $0 |
| Amy Mcelory | Employee (plan), Other services | $0 |
| Julieta Spenard | Employee (plan), Other services | $0 |
| Mc Credit Partners | Investment management, Other fees | $0 |
| Jacquiline Courtien | Employee (plan), Other services | $0 |
| Luz Rodriguez | Employee (plan), Other services | $0 |