Operating Engineers Pension Trust Fund Of Washington D.C. And Vicinity
Sponsored by Board Of Trustees, Operating Engineers Pension Trust Fund Of Washingto · EIN 526038506 · Plan #001
- Total assets
- $203M
- Net assets
- $203M
- Active participants
- 1,291
- 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 |
|---|---|---|
| Washington Capital Management Inc CRD 105253 | fuzzy_auto · 96% | 2024 |
| Greener Capital Management Llc CRD 269891 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Associated Administrators Llc | Contract administrator, Direct payment from the plan | $193,365 |
| Chartwell Investment Partners | $154,894 | |
| Wedge Capital Mgmt | Investment management, Investment management fees (direct) | $142,659 |
| Inv Performance Service | Investment advisory (plan), Direct payment from the plan | $98,308 |
| Washington Capital Mgmt | Investment management | $83,767 |
| Grosvenor Capital Management | Investment management, Investment management fees (direct) | $64,176 |
| Bolton Partners | Actuarial, Direct payment from the plan | $56,063 |
| Times Square | Investment management fees (direct), Soft dollars commissions | $53,540 |
| Calibre Cpa Group, Pllc | Accounting, Direct payment from the plan | $49,724 |
| Johnston Asset Management | Investment management, Investment management fees (direct) | $40,293 |
| Mcchesney Et Al | Legal, Direct payment from the plan | $26,223 |
| Doyle Printing & Offset Co. | Other services, Direct payment from the plan | $5,016 |