Local 705 Int'l Brotherhood Of Teamsters Pension Tr. Fd.
Sponsored by Bd Of Trustees Local 705 I.B. Of T. Pension Trust Fund · EIN 366492502 · Plan #001 · Chicago, IL
- Total assets
- $1.9B
- Net assets
- $1.9B
- Active participants
- 5,166
- 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 |
|---|---|---|
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Wedge Capital Management Llp CRD 106234 | fuzzy_auto · 97% | 2024 |
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
| Global Trust Asset Management, Llc CRD 143120 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| J.P. Morgan | Investment management, Investment advisory (plan) | $2,110,662 |
| Sierra Investment Partners, Inc. | Investment management, Investment management fees (direct) | $2,025,601 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $1,388,119 |
| Midwest Institutional Trust | Custodial (securities), Investment management fees (direct) | $491,903 |
| Wedge Capital Management | Investment management, Investment management fees (direct), Soft dollars commissions | $487,715 |
| Rreef Management Llc | Investment management, Investment management fees (direct) | $427,618 |
| Loomis Sayles Core Plus | Investment management, Investment management fees (direct) | $320,309 |
| Parametric Defense Equity Fund Llc | Investment management, Investment management fees (direct) | $277,963 |
| Boston Trust & Investment Mgmt Co. | Investment management, Investment management fees (direct) | $263,196 |
| Pedersen & Houpt | Legal | $249,221 |
| Alliant Insurance Service | Insurance agents and brokers, Insurance brokerage commissions | $244,723 |
| The Segal Co. | Actuarial | $212,017 |
| W. Jordan | Employee (plan) | $188,512 |
| E. Kuzniar | Employee (plan) | $164,720 |
| Marquette Associates, Inc | Investment advisory (plan) | $160,000 |
| R. Sandoval | Employee (plan) | $157,332 |
| B. Mullane | Employee (plan) | $153,429 |
| A. Wojciechowski | Plan administrator | $146,726 |
| F. Sanchez | Employee (plan) | $140,282 |
| Global Trust Company | Investment management, Investment management fees (direct) | $139,104 |
| L. Mitchell | Employee (plan) | $136,064 |
| Bridgeway Benefit Technologies, Llc | Consulting (general) | $126,033 |
| E. Campos | Employee (plan) | $119,103 |
| A. Mcclure | Employee (plan) | $103,478 |
| Shari Hembree | Employee (plan) | $102,142 |
| J. Witt | Plan administrator | $91,677 |
| Victory Income Investors Core Plus | Investment management, Investment management fees (direct) | $89,609 |
| L. Palmsone | Employee (plan) | $86,276 |
| J. Tisby | Employee (plan) | $69,595 |
| Baum Sigman Auerbach & Neuman, Ltd. | Legal | $64,438 |
| C. Boggs | Employee (plan) | $60,877 |
| Samantha Hembree | Employee (plan) | $56,185 |
| Graff, Blanski & Kim, P.C. | Accounting | $49,670 |
| Zelis Payments Holdings | Other services | $39,530 |
| A. Foren | Employee (plan) | $23,520 |
| Blackrock | Investment management, Investment management fees (direct) | $22,408 |
| Schiele Graphics, Inc | Other services | $14,987 |
| Piper Sandler | Securities brokerage commissions | $13,690 |
| Datalynx Spengler | Consulting (general) | $12,855 |
| Jp Morgan Clearing Corp | Securities brokerage commissions | $11,179 |
| L.Vanessa | Employee (plan) | $10,875 |
| Goldman Sachs & Co | Securities brokerage commissions | $9,786 |
| Direct Trading Institutional Inc | Securities brokerage commissions | $9,665 |
| Instinet | Securities brokerage commissions | $9,382 |
| J. Norris | Employee (plan) | $9,267 |
| Kelly Appraisal Consultants Inc | Consulting (general) | $6,500 |
| Cantor Fitzgerald & Co | Securities brokerage commissions | $6,110 |
| Mesirow Insurance Service, Inc | Insurance agents and brokers, Insurance brokerage commissions | $0 |