Operative Plasterers & Cement Masons Officers & Employees Pension Fund
Sponsored by Operative Plasterers & Cement Masons Off & Emp Pension Fund Trste · EIN 526135348 · Plan #002
- Total assets
- $109M
- Net assets
- $109M
- Active participants
- 325
- 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 |
|---|---|---|
| Hardman Johnston Global Advisors Llc CRD 112500 | deterministic · 100% | 2024 |
| Old Glory Asset Management Llc CRD 126013 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Corbin Capital Partners, L.P. CRD 130819 | deterministic · 100% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Jag Capital Management Llc CRD 159227 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | fuzzy_auto · 98% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Dcm Advisors, Llc CRD 126248 | deterministic · 100% | 2024 |
| Aristotle Capital Management, Llc CRD 109876 | deterministic · 100% | 2024 |
| Mount Vernon Associates Inc CRD 107099 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Dawn Welch | Employee (plan), Direct payment from the plan | $182,899 |
| Hardman Johnston Global Advisors | Investment management, Investment management fees (direct) | $113,661 |
| Old Glory Asset Management | Investment management, Investment management fees (direct), Other investment fees and expenses | $90,704 |
| Investment Performance Services | Investment management, Investment management fees (direct) | $85,000 |
| Corbin Capital Partners, L.P. | Investment management, Investment management fees (direct) | $79,981 |
| Dana Geller | Employee (plan), Direct payment from the plan | $68,289 |
| The Mckeogh Company | Actuarial, Direct payment from the plan | $62,000 |
| Intercontinental Real Estate Corp | Investment management, Investment management fees (direct) | $60,845 |
| Boyd Watterson Asset Management, Ll | Investment management, Investment management fees (direct) | $54,407 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $50,382 |
| Entrustpermal Partners Offshore Lp | Investment management, Investment management fees (direct), Soft dollars commissions | $44,159 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $43,240 |
| Pnc Bank, Na | Custodial (securities), Investment management fees (direct), Finders' fees/placement fees | $24,627 |
| O'donoghue & O'donoghue | Legal, Direct payment from the plan | $20,088 |
| Aristotle Capital Management, Llc | Investment management, Investment management fees (direct) | $16,324 |
| The Union Labor Life Insurance Comp | Investment management, Investment management fees (direct) | $9,405 |
| Associated Administrators Llc | Contract administrator, Direct payment from the plan | $8,812 |
| Jag Capital Management | Investment management, Investment management fees (indirect) | $0 |
| Hamilton Lane Advisors Llc | Investment management, Investment management fees (indirect) | $0 |
| New Tower Trust Company | Investment management, Investment management fees (indirect) | $0 |
| Dcm Advisors Llc | Investment management, Investment management fees (indirect) | $0 |
| Mount Vernon Associates | Investment management, Investment management fees (indirect) | $0 |