Heat & Frost Insulators And Allied Workers Local 6 Pension Fund
Sponsored by Bd Of Trustees Heat & Frost Insulators And Allied Workers Local 6 Pen · EIN 516135057 · Plan #001
- Total assets
- $166M
- Net assets
- $163M
- Active participants
- 597
- 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 |
|---|---|---|
| Meketa Investment Group Inc CRD 110601 | fuzzy_auto · 95% | 2024 |
| Harbourvest Partners, Llc CRD 109846 | deterministic · 100% | 2024 |
| Aew Capital Management Lp CRD 108633 | deterministic · 100% | 2024 |
| Entrust Global Partners Llc CRD 107940 | deterministic · 100% | 2024 |
| Culpepper Group Llc CRD 148909 | fuzzy_auto · 94% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Westfield Capital Management Company, L.P. CRD 146990 | fuzzy_auto · 98% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Segal Company | Actuarial, Direct payment from the plan | $168,703 |
| Meketa Investment Grp Llp | Investment advisory (plan), Investment management fees (direct) | $98,887 |
| Benesys, Inc | Contract administrator, Direct payment from the plan | $88,821 |
| Segal Roitman Llp | Legal, Direct payment from the plan | $63,717 |
| Midwest Institutional Trust Company | Custodial (securities), Direct payment from the plan, Other commissions | $61,829 |
| Jp Morgan Chase Bank, Na | Investment management, Investment advisory (plan), Trustee (discretionary) | $60,550 |
| Entrust Global Partners | Investment management, Investment management fees (direct) | $32,213 |
| Culpepper Rfp, Llc | Investment management, Investment management fees (direct) | $24,372 |
| State Street Global Advisor | Custodial (other), Custodial (securities), Investment management fees (direct) | $22,414 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $21,534 |
| Westfield Capital Management Co. Lp | Investment management, Investment management fees (direct), Soft dollars commissions | $19,728 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $17,450 |
| Chevy Chase Trust | Investment management, Investment management fees (direct) | $16,468 |
| Asb Capital Management Llc | Investment management, Investment management fees (direct) | $16,468 |
| Us Bank Global Fund Services | Investment management, Investment management fees (direct) | $10,231 |
| Wellington Trust | Investment management, Investment management fees (direct) | $7,477 |
| Aew Capital Management | Investment management, Investment management fees (indirect), Other investment fees and expenses | $0 |
| Harbourvest Partners Lp | Investment management, Investment management fees (indirect) | $0 |
| Ifm Investors Llc | Investment management, Other investment fees and expenses, Investment management fees (indirect) | $0 |
| Green Cities Company, Llc | Investment management, Investment management fees (indirect) | $0 |
| Newtower Trust Company | Investment management, Investment management fees (indirect) | $0 |