Southern California Local 831 Employer Pension Fund
Sponsored by Board Of Trustees, Southern California Local 831 · EIN 956376874 · Plan #001
- Total assets
- $489M
- Net assets
- $485M
- Active participants
- 1,227
- 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 |
|---|---|---|
| Westfield Capital Management Company, L.P. CRD 146990 | fuzzy_auto · 98% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Institutional Shareholder Services Inc. CRD 111940 | deterministic · 100% | 2024 |
| Rreef America L.L.C. CRD 109596 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Westfield Capital Management Co Lp | Investment management, Investment management fees (direct) | $266,658 |
| Rreef America L.L.C. | Investment management, Investment management fees (direct) | $201,095 |
| Us Bank | Custodial (securities), Direct payment from the plan, Other services | $164,879 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $148,550 |
| The Segal Company | Actuarial, Consulting (pension), Direct payment from the plan | $135,391 |
| Pacific Southwest Administrators | Contract administrator, Direct payment from the plan | $118,260 |
| R.V. Kuhns Investment Consulting | Investment advisory (plan), Direct payment from the plan | $74,055 |
| Loomis, Sayles & Company, Lp | Investment management, Investment management fees (direct) | $72,432 |
| Sc Core Management Ltd. | Investment management, Investment management fees (direct) | $24,345 |
| Ronald Dean | Legal, Direct payment from the plan | $22,895 |
| Allsweet Associates | Accounting, Direct payment from the plan | $14,764 |
| Cohen, Weiss And Simon Llp | Legal, Direct payment from the plan | $12,330 |
| Rothner, Segall & Greenstone | Legal, Direct payment from the plan | $10,737 |
| Pension Benefit Information, Llc | Other services, Direct payment from the plan | $6,969 |
| Institutional Shareholder Services | Investment management, Investment management fees (direct) | $5,253 |