Bricklayers And Stone Masons Of Illinois Dc No.1, B.A.C. Annuity Fund
Sponsored by Trustees Of Bricklayers And Stone Masons Il Dc No. 1 B.A.C. Annuity Fu · EIN 363794397 · Plan #001
- Total assets
- $288M
- Net assets
- $288M
- Active participants
- 5,019
- With balances
- 5,019
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Strategic Capital Fund Advisors, Llc CRD 316910 | fuzzy_auto · 95% | 2024 |
| Clarion Partners, Llc CRD 108803 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| National Investment Services, Inc. | Investment management fees (direct) | $184,796 |
| Washington Capital Management, Inc. | Investment management, Investment management fees (direct) | $123,983 |
| Strategic Capital Inv Advisors | Investment advisory (plan) | $116,600 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $67,850 |
| Doug Johnston | Employee (plan) | $60,206 |
| Nicholas Marinopoulos | Employee (plan) | $60,206 |
| Clarion Partners, Llc | Investment management, Investment management fees (direct) | $59,969 |
| Janina Crespo | Employee (plan) | $59,855 |
| Melody Neyland | Plan administrator, Employee (plan) | $46,933 |
| Bridgeway Benefit Technologies, Llc | Recordkeeping, Consulting (general), Other services | $29,797 |
| Melissa Furtyo | Employee (plan) | $28,571 |
| Donna Reyes | Employee (plan) | $26,692 |
| Miriam Pagan | Employee (plan) | $25,419 |
| Asher, Gittler,& D'alba, Ltd. | Legal | $21,846 |
| Segal Select Insurance Services | Insurance agents and brokers | $12,995 |
| Lasalle Consulting Partners, Inc. | Consulting (general) | $9,144 |
| Dowd, Bloch, Bennett & Cervone | Legal | $7,341 |