Steamfitters Local Union No. 420 Pension Plan
Sponsored by Board Of Trustees Of Steamfitters Lu 420 Pension Plan · EIN 232004424 · Plan #001
- Total assets
- $644M
- Net assets
- $643M
- Active participants
- 2,425
- 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 |
|---|---|---|
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
| Weaver C. Barksdale & Associates, Inc. CRD 105098 | fuzzy_auto · 97% | 2024 |
| Old Glory Asset Management Llc CRD 126013 | deterministic · 100% | 2024 |
| Causeway Capital Management Llc CRD 113308 | deterministic · 100% | 2024 |
| Gw&K Investment Management, Llc CRD 121942 | fuzzy_auto · 93% | 2024 |
| Sage Advisory Services Ltd Co CRD 106236 | deterministic · 100% | 2024 |
| Northern Trust Securities, Inc. CRD 7927 | 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 |
|---|---|---|
| Boston Partners Global Investors | Investment management | $246,254 |
| Foundry Partners Llc | Investment management fees (direct), Soft dollars commissions, Securities brokerage commissions | $240,323 |
| Zenith American Solutions,Inc | Contract administrator | $240,045 |
| Cbiz Retirement Plan Services | Actuarial | $174,652 |
| Weaver C Barksdale & Assoc Inc | Investment management | $165,315 |
| Old Glory Asset Management | Investment management | $163,932 |
| Causeway Capital Management Llc | Investment advisory (plan), Investment management | $151,641 |
| Gw&K Investment Management, Llc | Investment advisory (plan), Investment management | $119,261 |
| Daniel A. Winters & Company, Cpas | Accounting | $99,820 |
| Morgan Stanley Wealth Mgmt | Investment management | $95,481 |
| Pnc Bank, N.A. | Custodial (securities), Investment management, Investment advisory (plan) | $83,893 |
| Cleary & Josem Llp | Legal | $81,079 |
| Employee A | Employee (plan) | $72,295 |
| Sage Advisory Services, Ltd Co. | Investment management | $71,651 |
| Employee B | Employee (plan) | $59,506 |
| Northern Trust | Investment management | $43,600 |
| Kang Haggerty & Fetbroyt, Llc | Legal | $42,589 |
| Chartwell Investment Partners | Investment management | $39,855 |
| Steamfitters Lu 420 Building Fund | Other fees | $38,048 |
| Employee C | Employee (plan) | $26,077 |
| Employee D | Employee (plan) | $25,942 |
| Amalgamated Bank Of Chicago | Investment management | $18,750 |
| Kennedy Printing Co., Inc. | Copying and duplicating | $18,360 |
| J.A. Mariano Agency, Inc. | Insurance agents and brokers | $0 |