Construction Laborers Pension Trust Fund For Southern California
Sponsored by Board Of Trustees,Construction Laborers Pension Trust For Southern Cal · EIN 436159056 · Plan #001
- Total assets
- $3.7B
- Net assets
- $3.7B
- Active participants
- 25,831
- 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 |
|---|---|---|
| Tda, Inc. CRD 112016 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Wellington Management Company Llp CRD 106595 | deterministic · 100% | 2024 |
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tda Investment Group Inc | Investment management | $8,852,691 |
| Schulte Roth & Zabel Llp | Legal, Direct payment from the plan | $4,136,519 |
| Pacific Southwest Administrators | Copying and duplicating, Direct payment from the plan | $1,375,776 |
| Cltfsc, Llc | Other services, Direct payment from the plan | $1,150,006 |
| The Union Labor Life Insurance Co | Investment management, Investment management fees (direct), Shareholder servicing fees | $897,880 |
| National Investment Services | Investment management, Investment management fees (direct) | $883,959 |
| Wellington Management Company Llp | Investment management, Investment management fees (direct), Soft dollars commissions | $645,653 |
| Reich, Adell & Cvitan | Legal, Direct payment from the plan | $469,609 |
| Kirchner Management Services | Investment management, Investment management fees (direct) | $420,000 |
| Nepc, Llc | Investment advisory (plan), Direct payment from the plan | $300,000 |
| Horizon Actuarial Services | Actuarial, Direct payment from the plan, Consulting (pension) | $252,496 |
| Cox, Castle & Nicholson | Legal, Direct payment from the plan | $195,090 |
| U.S. Bank National Association | Trustee (institutional), Direct payment from the plan, Investment management fees (indirect) | $157,518 |
| Calibre Cpa Group, Pllc | Accounting | $120,000 |
| State Street Global Advisors | Investment management fees (direct), Investment management, Custodial (securities) | $89,867 |
| Pension Benefit Information, Llc | Other services | $70,016 |
| Bny Mellon Investment Management | Investment management, Investment management fees (direct), Investment management fees (indirect) | $66,369 |
| Schonbuch Hallissy, Llp | Legal | $52,874 |
| Oxford Risk Management & Insurance | Consulting (general), Direct payment from the plan | $47,238 |
| Anvil Advisors | Consulting (general) | $14,000 |