Twin City Ironworkers Pension Plan
Sponsored by Board Of Trustees Of The Twin City Ironworkers Pension Fund · EIN 416084127 · Plan #001
- Total assets
- $454M
- Net assets
- $454M
- Active participants
- 1,404
- 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 |
|---|---|---|
| Oakley Capital Gmbh CRD 313895 | fuzzy_auto · 95% | 2024 |
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Longfellow Investment Management Co. Llc CRD 104945 | fuzzy_auto · 93% | 2024 |
| Whitestar Advisors, Llc CRD 124627 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oakley Capital | Investment management, Investment management fees (indirect) | $479,593 |
| Iif Erisa Hedged Lp | Investment management, Direct payment from the plan, Investment management fees (direct) | $319,457 |
| Wilson Mcshane Corporation | Contract administrator, Direct payment from the plan | $271,826 |
| Meketa Investment Group, Inc. | Investment advisory (plan), Direct payment from the plan | $247,000 |
| Bny Mellon Investment Management Ca | Investment management fees (direct), Investment management, Direct payment from the plan | $195,396 |
| Wellington Trust Company | Investment management fees (direct), Custodial (securities), Direct payment from the plan | $139,966 |
| The Segal Company (Midwest), Inc. | Actuarial, Direct payment from the plan | $115,655 |
| Asb Capital Management | Investment management, Direct payment from the plan | $102,051 |
| Longfellow Investment Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $66,906 |
| U.S. Bank National Association | Custodial (securities), Direct payment from the plan | $61,567 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $54,679 |
| Shumaker, Loop & Kendrick, Llp | Legal, Direct payment from the plan | $51,705 |
| Northern Trust Corporation | Investment management, Direct payment from the plan, Investment management fees (direct) | $50,272 |
| U.S. Bank | Direct payment from the plan, Other fees | $22,020 |
| Frsecure | Other services, Direct payment from the plan | $11,130 |
| Whitestar Advisors, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $9,586 |