Bricklayers & Allied Craftworkers, Loc 2, Albany Ny Pension Fund
Sponsored by Bot Bricklayers & Allied Craftworkers,L 2, Albany,Ny Pens Fd · EIN 146075802 · Plan #001
- Total assets
- $128M
- Net assets
- $128M
- Active participants
- 470
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Karpus Management Inc CRD 110275 | deterministic · 100% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Wedge Capital Management Llp CRD 106234 | deterministic · 100% | 2024 |
| Dolan Mceniry Capital Management Llc CRD 108658 | fuzzy_auto · 96% | 2024 |
| Polen Capital Management, Llc CRD 106093 | deterministic · 100% | 2024 |
| Silvercrest Asset Management Group Llc CRD 118333 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Recordkeeping, Custodial (securities), Investment advisory (plan) | $229,212 |
| Horizon Actuarial Services, Llc | Actuarial, Direct payment from the plan | $91,725 |
| Schultheis & Panettieri Llp | Accounting, Direct payment from the plan | $71,402 |
| Karpus Investment Management | Investment management, Investment management fees (direct) | $62,796 |
| Thomas White International | Investment management, Investment management fees (direct) | $43,402 |
| Blitman & King Llp | Legal, Direct payment from the plan | $42,837 |
| Chartwell Investment Partners | Investment management, Investment management fees (direct) | $39,605 |
| Wedge Capital Management Llp | Investment management, Investment management fees (direct) | $33,878 |
| Dolan Mceniry Capital Mgt Llc | Investment management, Investment management fees (direct) | $26,517 |
| Ocio Monitor | Investment management, Investment management fees (direct) | $25,600 |
| Chevy Chase Trust Company (Blackroc | Investment management, Investment management fees (direct) | $22,503 |
| Polen Capital Management Llc | Investment management, Investment management fees (direct) | $20,331 |
| Modern Administration Systems Llc | Consulting (general), Direct payment from the plan | $15,708 |
| Joseph W Mccarthy & Associates | Accounting, Direct payment from the plan | $14,287 |
| Silvercrest Asset Mgt Group Llc | Investment management, Investment management fees (direct) | $9,964 |
| Integra Consulting Inc | Consulting (general), Direct payment from the plan | $8,996 |