Florida Trowel Trades Pension Trust Fund
Sponsored by Florida Trowel Trades Pension Trust Fund · EIN 596214171 · Plan #001
- Total assets
- $57.2M
- Net assets
- $57.1M
- Active participants
- 527
- 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Rbc Global Asset Management (U.S.) Inc. CRD 107173 | fuzzy_auto · 98% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 99% | 2024 |
| Wedge Capital Management Llp CRD 106234 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Custodial (securities), Investment management, Investment advisory (plan) | $191,151 |
| Southern Benefit Administrators | Plan administrator, Consulting (general) | $98,304 |
| Rbc Global Asset Management | Custodial (securities), Investment management | $59,427 |
| Wedge Capital Management | Investment management | $37,371 |
| Gordon Law Llc | Legal | $22,723 |
| United Actuarial Service | Actuarial | $20,775 |
| Ksdt & Co, Llc | Accounting | $18,400 |
| Segall Bryant & Hamill, Llc | Investment management | $18,285 |
| Foundry Partners, Llc | Investment management | $13,437 |
| Prudential Insurance Co. | Custodial (securities), Investment management | $0 |
| Money Market, Mutual & Etfs | Custodial (securities), Investment management | $0 |
| Ironwood Partners | Custodial (securities), Investment management | $0 |