Marble, Tile, And Terrazzo Workers Pension Fund
Sponsored by Board Of Trustees Of The Marble,Tile And Terrazzo · EIN 526117426 · Plan #001
- Total assets
- $36.8M
- Net assets
- $36.7M
- Active participants
- 298
- 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 |
|---|---|---|
| Hardman Johnston Global Advisors Llc CRD 112500 | fuzzy_auto · 99% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
| First Eagle Investment Management, Llc CRD 108260 | deterministic · 100% | 2024 |
| Asg Capital, Llc CRD 149013 | fuzzy_auto · 95% | 2024 |
| Wedge Capital Management Llp CRD 106234 | deterministic · 100% | 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 |
|---|---|---|
| Beacon Administrators & Consultants | Contract administrator, Direct payment from the plan | $148,124 |
| The Segal Company | Actuarial, Direct payment from the plan | $66,734 |
| Hardman Johnson Global Advisors Llc | Investment management, Investment management fees (direct) | $43,755 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $38,575 |
| Investment Performance Services | Investment advisory (plan), Investment management fees (direct) | $34,000 |
| Sierra Investment Partners Inc | Investment management, Investment management fees (direct) | $25,344 |
| O'donoghue & O'donoghue | Legal, Direct payment from the plan | $23,010 |
| First Eagle Investment Management | Investment management, Investment management fees (direct) | $22,935 |
| Asb Capital | Investment management, Investment management fees (direct) | $15,822 |
| Wedge Capital Management Llp | Investment management, Investment management fees (direct) | $14,397 |
| Chartwell Investment Partners | Investment management, Investment management fees (direct) | $6,162 |
| Wellington Trust Company Na | Investment management, Investment management fees (indirect) | $0 |
| Newtower Trust Company | Investment management, Investment management fees (indirect) | $0 |