Mcasf Local 725 Pension Plan
Sponsored by Board Of Trustees Mcasf Local 725 Pension Trust Fund · EIN 596123621 · Plan #001
- Total assets
- $235M
- Net assets
- $235M
- Active participants
- 1,016
- 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 |
|---|---|---|
| Karpus Management Inc CRD 110275 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Sawgrass Asset Management Llc CRD 108831 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mcasf Local 725 Service Corp | Contract administrator, Direct payment from the plan | $264,000 |
| Karpus Management, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $187,952 |
| Bny Mellon | Investment management, Direct payment from the plan, Investment management fees (direct) | $135,139 |
| Nepc, Llc | Consulting (pension), Direct payment from the plan | $132,145 |
| Ullico Investment Advisors Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $119,016 |
| Loomis Sayles Trust Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $70,020 |
| Horizon Actuarial Services, Llc | Actuarial, Direct payment from the plan | $61,843 |
| Plante & Moran, Pllc | Accounting, Direct payment from the plan | $56,565 |
| Hessian & Mckasy, Pa | Legal, Direct payment from the plan | $54,865 |
| Chartwell Investment Partners, Llc | Investment management, Named fiduciary, Direct payment from the plan | $52,642 |
| U.S. Bank National Association | Custodial (securities), Trustee (institutional), Direct payment from the plan | $39,901 |
| Sawgrass Asset Management Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $37,205 |
| Pension Benefit Information Llc | Other services, Direct payment from the plan, Other fees | $26,952 |
| Bridgeway Benefit Technologies Llc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $6,359 |
| American Graphics Printing Co. | Copying and duplicating, Direct payment from the plan | $5,335 |
| State Street Global Advisors Trust | Custodial (securities), Direct payment from the plan, Investment management fees (direct) | $2,387 |