Southern Ct Ibew Pension Plan
Sponsored by Board Of Trustees Southern Ct Ibew Pension Fund · EIN 060969878 · Plan #001
- Total assets
- $57.9M
- Net assets
- $57.8M
- Active participants
- 345
- 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Greener Capital Management Llc CRD 269891 | fuzzy_auto · 94% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| R. Cheverie & Assoc | Legal, Direct payment from the plan | $51,714 |
| Zenith American Solutions | Actuarial, Direct payment from the plan | $47,696 |
| Cbiz Retirement Plan Services | Consulting (pension), Direct payment from the plan | $39,800 |
| Solxsys Admin. Solutions, Llc | Actuarial, Direct payment from the plan | $34,000 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Other investment fees and expenses, Direct payment from the plan | $33,802 |
| Grosvenor Capital Management, Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $20,782 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $18,078 |
| Segal Marco Advisors, Inc. | Investment management, Investment management fees (direct) | $5,318 |
| Hamilton Lane Advisors, Llc | Investment management, Investment management fees (indirect) | $0 |