AUMdb

Building Trades Pension Plan Of Western Pennsylvania

Sponsored by Board Of Trustees Building Trades Pension Plan Of Western Pennsylvan. · EIN 256118878 · Plan #001

Total assets
$115M
Net assets
$115M
Active participants
1,235
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
Gridiron Partners, Llc CRD 300920 deterministic · 100% 2024
Cim Investment Management Inc CRD 106292 deterministic · 100% 2024
Twin Capital Management Inc CRD 104748 deterministic · 100% 2024
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024
Mariner Institutional, Llc CRD 111964 deterministic · 100% 2024
Lazard Asset Management Llc CRD 122836 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Zenith American Solutions Contract administrator $124,201
Benesys Contract administrator $120,190
Gridiron Partners, Llc Investment management $93,995
Alliance Capital Investment management, Investment management fees (direct), Soft dollars commissions $76,002
Cim Investment Management Investment management, Soft dollars commissions $65,813
Twin Capital Management Investment management, Investment management fees (direct), Soft dollars commissions $58,986
Morgan Stanley Investment management $57,389
Acrisure Mid Atlantic, Llc Actuarial $53,788
Prudential Financial Ins. Co. Amer. Investment management $52,569
Meyer, Unkovic & Scott Legal $47,063
Mariner Institutional Llc Investment advisory (plan) $44,500
Lazard Asset Management Investment management, Investment management fees (direct) $42,395
Pnc Advisors Custodial (securities), Float revenue, Soft dollars commissions $25,353
Ullico Investment management, Investment management fees (direct) $22,899
Diclaudio & Kramer, Llc Accounting $20,000
Abm Consulting, Llc Trustee (individual), Other fees $6,000