Pavers & Road Builders Dc Pension Fund
Sponsored by Pavers & Road Builders Dc Pension · EIN 131990171 · Plan #074
- Total assets
- $776M
- Net assets
- $775M
- Active participants
- 2,120
- 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 |
|---|---|---|
| Lsv Asset Management CRD 109918 | fuzzy_auto · 94% | 2024 |
| Atalanta Sosnoff Capital, Llc CRD 104880 | fuzzy_auto · 93% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | fuzzy_auto · 93% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
| The Renaissance Group Llc CRD 105916 | fuzzy_auto · 95% | 2024 |
| Santa Barbara Mgmt, Llc CRD 334801 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lsv Asset Mgmt | Investment management, Investment management fees (direct) | $494,172 |
| Merrill Lynch | Investment advisory (plan), Investment management, Investment management fees (direct) | $398,500 |
| Loomis Assets Management | Investment management fees (direct), Investment management | $369,888 |
| Ullico Investment Advisors, Inc. | Investment management, Investment management fees (direct) | $333,545 |
| Intercontinental | Investment management, Investment management fees (direct) | $302,700 |
| Joseph Montelle | Employee (plan), Direct payment from the plan | $280,900 |
| Wasmer Schroeder Charles Schwab | Investment management, Investment management fees (direct) | $255,585 |
| Renaissance | Investment management, Investment management fees (direct) | $229,243 |
| Zenith American Solutions | Contract administrator, Direct payment from the plan | $215,328 |
| Santa Barbara | Investment management, Investment management fees (direct) | $182,415 |
| Virginia & Ambinder | Legal, Direct payment from the plan | $174,002 |
| Atalanta Sosnoff | Investment management, Investment management fees (direct) | $150,630 |
| Mary Cimino | Employee (plan), Direct payment from the plan | $126,662 |
| Pnc Bank | Custodial (securities), Investment management fees (direct) | $110,124 |
| Castiglia Llp | Accounting, Recordkeeping, Direct payment from the plan | $94,535 |
| The Segal Company | Actuarial, Direct payment from the plan | $91,500 |
| Gorlick, Kravitz & Listhaus | Legal, Direct payment from the plan | $80,910 |
| Western Asset Management Company | Investment management, Investment management fees (direct) | $63,295 |