Metro Ila Pension Fund
Sponsored by Board Of Trustees Metro Ila Pension Fund · EIN 131939129 · Plan #001
- Total assets
- $366M
- Net assets
- $366M
- Active participants
- 1,032
- 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 |
|---|---|---|
| Blackrock Investment Management, Llc CRD 108928 | fuzzy_auto · 97% | 2024 |
| Sage Advisory Services Ltd Co CRD 106236 | fuzzy_auto · 96% | 2024 |
| Weaver C. Barksdale & Associates, Inc. CRD 105098 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Global Bank | Custodial (securities), Investment advisory (plan), Securities brokerage | $518,728 |
| Blackrock Investment Manager | Investment management, Investment management fees (direct) | $349,810 |
| Sage Advisory Service | Investment management, Investment management fees (direct) | $166,540 |
| Jerome Brancato | Employee (plan), Direct payment from the plan | $131,296 |
| First State Trust Company | Custodial (securities), Investment management fees (direct) | $100,463 |
| Savasta & Company Inc | Actuarial, Direct payment from the plan | $77,000 |
| Weaver & Tidwell | Accounting, Direct payment from the plan | $52,500 |
| George L Bueno | Employee (plan), Direct payment from the plan | $45,708 |
| Robert H. Bogucki, Pc | Legal, Direct payment from the plan | $39,143 |
| Andrew Cross | Employee (plan), Direct payment from the plan | $35,924 |
| Tracey Biondi | Employee (plan), Direct payment from the plan | $28,066 |
| Faniela Gonzalez | Employee (plan), Direct payment from the plan | $27,281 |
| Gaetano Marra | Employee (plan), Direct payment from the plan | $26,663 |
| Doreen Pecora | Employee (plan), Direct payment from the plan | $26,273 |
| The Northern Trust Company | Custodial (securities), Investment management fees (direct) | $21,817 |
| Medicus It Llc | Consulting (general), Direct payment from the plan | $14,844 |
| Barksdale Investment Manager | Investment management, Investment management fees (direct) | $11,281 |