Elevator Constructors Union Local 1 Annuity And 401 K Fund
Sponsored by Bd Of Tees Of Elevator Constructors Union Local No. 1 Annuity & 401 K F · EIN 516124191 · Plan #001
- Total assets
- $1.7B
- Net assets
- $1.7B
- Active participants
- 3,038
- With balances
- 4,140
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Sage Advisory Services Ltd Co CRD 106236 | deterministic · 100% | 2024 |
| White Oak Global Advisors, Llc CRD 149659 | deterministic · 100% | 2024 |
| Penn Capital Management Company, Llc CRD 105081 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Foundry Partners, Llc | Investment management fees (direct), Soft dollars commissions, Securities brokerage commissions | $606,461 |
| Zenith Financial Solutions | Contract administrator | $591,397 |
| Columbia Management Investment Advi | Investment management fees (direct) | $375,201 |
| National Investment Services Inc | Investment management, Investment management fees (direct) | $274,417 |
| Sage Advisory Services, Ltd. Co. | Investment management | $271,565 |
| Nuveen Asset Management, Llc | Investment management fees (direct) | $225,326 |
| Daniel A. Winters & Company, Cpas | Accounting | $221,129 |
| White Oak Global Advisors, Llc | Investment management | $176,566 |
| Segal Select Insurance Services | Insurance agents and brokers, Insurance brokerage commissions | $165,008 |
| Seyfarth Shaw Llp | Legal | $157,753 |
| The Vanguard Group | Recordkeeping | $155,473 |
| Clearbridge Management | Investment management fees (direct) | $144,014 |
| Bank Of New York Mellon | Trustee (institutional), Other fees | $132,264 |
| Graystone Consulting | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $125,000 |
| Causway Capital | Investment management | $122,892 |
| Columbus Circle Management | Investment management | $110,109 |
| Penn Capital Management Co., Inc. | Investment management | $91,433 |
| Great Lakes Advisors, Llc | Investment management fees (direct) | $87,922 |
| The Segal Company | Consulting (general) | $74,083 |
| State Street Global Advisor Trust | Investment management fees (direct), Custodial (other), Custodial (securities) | $71,329 |
| Virginia & Ambinder Llp | Legal | $63,683 |
| Buck Global, Llc | Consulting (general) | $42,100 |
| Grosvenor Capital Management | Other services, Other fees | $0 |
| Grosvenor Capital Management | Other services, Other fees | $0 |