Local 817 Ibt Pension Fund
Sponsored by Theatrical Teamsters Local 817 Pension Fund · EIN 112610489 · Plan #001
- Total assets
- $753M
- Net assets
- $753M
- Active participants
- 1,251
- 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 |
|---|---|---|
| Stacey Braun Associates Inc CRD 105056 | deterministic · 100% | 2024 |
| Capital Asset Advisors Llc. CRD 291635 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stacey Braun Associates | Investment management, Investment management fees (direct), Soft dollars commissions | $510,354 |
| Terracap Management, Llc | Custodial (securities), Direct payment from the plan | $453,188 |
| Capital Asset Advisors | Investment advisory (plan), Direct payment from the plan | $200,000 |
| Entrust Partners Offshore, Lp | Investment management, Investment management fees (direct) | $63,838 |
| The Segal Company | Actuarial, Consulting (general), Direct payment from the plan | $44,973 |
| Us Bank | Custodial (securities), Direct payment from the plan | $44,250 |
| Friedman & Anspach | Legal, Direct payment from the plan | $39,693 |
| Kathleen Kreinbihl | Employee (plan), Direct payment from the plan | $33,385 |
| Mspc Certified Public Accountants | Accounting, Direct payment from the plan | $26,350 |
| Mizzen Capital | Custodial (securities), Direct payment from the plan | $19,296 |