Steamfitters Local #449 Pension Plan
Sponsored by Board Of Trustees Steamfitters Local #449 Pension Fund · EIN 256032401 · Plan #001
- Total assets
- $479M
- Net assets
- $479M
- Active participants
- 1,652
- 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 |
|---|---|---|
| Winslow Asset Management Inc CRD 106337 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Gridiron Partners, Llc CRD 300920 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Cim Investment Management Inc CRD 106292 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Winslow Asset Management | Investment management | $367,959 |
| Cds Administrators | Contract administrator | $308,528 |
| Foundry Partners | Investment management | $265,252 |
| Loomis Sayles & Co. | Investment management | $211,247 |
| Pnc Pca Scc | Investment management | $185,425 |
| Gamco | Investment management | $137,312 |
| Chartwell Investment Partners, Llc | Investment management | $136,525 |
| Pnc Institutional Investments | Accounting | $134,268 |
| C S Mckee | Investment management | $102,581 |
| Prudential Retirement Insurance | Investment management | $97,862 |
| Segal Marco Advisors | Consulting (pension) | $57,000 |
| Henry Rossi & Co., Llp | Accounting | $37,740 |
| Gridiron Partners | Investment management | $31,539 |
| Morgan Stanley | Investment management | $31,148 |
| The Philadelphia Trust Company | Investment management | $29,431 |
| Foster & Foster | Actuarial | $28,071 |
| Meyer, Unkovic & Scott | Legal | $24,325 |
| Allegheny Commercial Printing | Copying and duplicating | $22,509 |
| Pnc Bank | Trustee (institutional) | $10,248 |
| Cim Investment Management | Investment management | $7,702 |
| Tucker Arensberg, P.C. | Legal | $5,537 |