Northern California Tile Industry Defined Benefit Pension Plan
Sponsored by Board Of Trustees, Northern California Tile Industry · EIN 946129121 · Plan #001
- Total assets
- $258M
- Net assets
- $258M
- Active participants
- 1,134
- 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 |
|---|---|---|
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Loomis Sayles | Investment management, Investment management fees (direct), Soft dollars commissions | $200,596 |
| Benesys Administrators Inc. | Contract administrator, Direct payment from the plan | $187,154 |
| Intercontinental Real Estate Corp | Investment management, Investment management fees (direct) | $163,997 |
| Investment Performance Services | Investment advisory (plan), Direct payment from the plan | $110,625 |
| Polen Capital | Investment management, Investment management fees (direct) | $104,073 |
| Rael & Letson | Actuarial, Direct payment from the plan | $96,737 |
| Washington Capital Management, Inc | Investment management, Investment management fees (direct) | $54,687 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $43,900 |
| U.S. Bank National Association | Custodial (securities), Direct payment from the plan | $35,239 |
| Kraw Law Group | Legal, Direct payment from the plan | $33,111 |
| Union Bank | Other services | $32,721 |
| Eide Bailly Llp | Accounting, Direct payment from the plan | $31,346 |
| Segall, Bryant & Hamill | Investment management, Investment management fees (direct) | $30,856 |
| C.S. Mckee | Investment management, Investment management fees (direct) | $28,615 |
| Neyhart Anderson Flynn & Grosboll | Legal | $8,381 |