Iron Workers District Council Of New England Pension Fund
Sponsored by Board Of Trustees Iron Workers · EIN 042591016 · Plan #001
- Total assets
- $683M
- Net assets
- $682M
- Active participants
- 2,142
- 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 |
|---|---|---|
| Harbourvest Partners, Llc CRD 109846 | deterministic · 100% | 2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
| Gobi Capital Llc CRD 151427 | fuzzy_auto · 94% | 2024 |
| Frontline Capital, Llc. CRD 277059 | fuzzy_auto · 96% | 2024 |
| First Eagle Investment Management, Llc CRD 108260 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Harbourvest Partners, Llc | Investment management, Investment management fees (direct) | $598,565 |
| Pimco Investment Management | Investment management, Investment management fees (direct) | $276,933 |
| American Core Property Fund | Investment management, Investment management fees (direct) | $259,488 |
| Boston Partners | Investment management, Investment management fees (direct) | $237,663 |
| Meketa Investment Group, Inc | Consulting (general), Direct payment from the plan | $220,020 |
| Loomis Sayles | Investment management, Investment management fees (direct) | $157,396 |
| Segal Company | Consulting (general), Direct payment from the plan | $144,302 |
| Gerding Edlen Investment Management | Investment management, Investment management fees (direct), Investment management fees (indirect) | $138,185 |
| Mesirow Fin Priv Eq Fund Viii | Investment management, Investment management fees (indirect) | $121,500 |
| Golub Capital | Investment management, Investment management fees (indirect) | $112,438 |
| Frontier Capital | Investment management, Investment management fees (direct) | $109,975 |
| Df Dent | Investment management, Investment management fees (direct) | $94,607 |
| Manzi & Associates, Llc | Accounting, Direct payment from the plan | $89,732 |
| Ss&C Globe Op | Investment management, Investment management fees (indirect) | $84,131 |
| Ironsides Partnership | Investment management, Investment management fees (direct) | $76,659 |
| Us Bank | Custodial (securities), Investment management, Other fees | $76,132 |
| William Hurley | Employee (plan) | $63,740 |
| Ullico J For Jobs | Investment management, Investment management fees (direct) | $52,286 |
| Mickey Long, Esq. | Legal, Direct payment from the plan | $45,381 |
| Heather Romeri | Employee (plan) | $44,946 |
| First Eagle Investments | Investment management, Investment management fees (direct) | $42,969 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $42,442 |
| Segal Roitman, Llp | Legal, Direct payment from the plan | $33,894 |
| Langan & Dempsey | Legal, Direct payment from the plan | $33,332 |
| Vanessa Bermudez | Employee (plan) | $29,623 |
| Nbm, Inc | Recordkeeping, Direct payment from the plan | $27,562 |
| Maureen Flaherty | Employee (plan) | $22,528 |
| Kara Lally | Employee (plan) | $20,974 |
| Ann O'meara | Employee (plan) | $15,979 |
| Ana Correia | Employee (plan) | $11,861 |
| Nicole Murphy | Employee (plan) | $11,852 |
| Allison Barber | Employee (plan) | $11,300 |
| Iron Mountain Records Management | Other services, Direct payment from the plan | $10,403 |
| Td Securities | Other services, Other commissions | $9,501 |
| Berwyn Group | Other services, Direct payment from the plan | $7,500 |
| State Street Global Advisors | Investment management, Investment management fees (direct) | $5,468 |
| Institutional Shareholder Services | Other services, Direct payment from the plan | $5,445 |