AUMdb

John Maneely Company Pension Plan

Sponsored by Wheatland Tube, Llc · EIN 231327437 · Plan #011

Total assets
$154M
Net assets
$153M
Active participants
240
With balances
0

Plan year beginning 03/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Hamilton, Johnston & Co., Inc. CRD 11310 fuzzy_auto · 96% 2024
Income Research + Management CRD 104863 fuzzy_auto · 100% 2024
Cooke & Bieler, L.P. CRD 113859 fuzzy_auto · 95% 2024
Edgewood Management Llc CRD 106647 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Hamilton & Company Investment advisory (plan) $224,128
Income Research And Management Investment management $179,144
Mercer Actuarial $178,336
Cooke & Bieler Lp Investment management $85,592
Edgewood Management Llc Investment management $85,494
Johnston Asset Management Corp Investment management $83,497
Pnc Bank, National Association Trustee (institutional) $40,857