Hollow Metal Pension Fund
Sponsored by Hollow Metal Pension Fund · EIN 112758544 · Plan #001
- Total assets
- $77.1M
- Net assets
- $76.8M
- Active participants
- 363
- 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 |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Wedge Capital Management Llp CRD 106234 | deterministic · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Investment Performance Services | Investment advisory (plan), Investment management fees (direct) | $67,500 |
| Bridgeway Benefit Technoligoes | Recordkeeping, Direct payment from the plan | $60,189 |
| First Actuarial Consulting Inc | Actuarial, Direct payment from the plan | $59,400 |
| Loomis Sayles & Company | Investment management, Investment management fees (direct), Soft dollars commissions | $48,825 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $41,405 |
| Trivella & Forte Llp | Legal, Direct payment from the plan | $33,600 |
| Kauff Mcguire & Margolis Llp | Legal, Direct payment from the plan | $29,699 |
| Wedge Capital Management Llp | Investment management, Investment management fees (direct), Soft dollars commissions | $29,659 |
| Intercontinental Real Estate | Investment management, Investment management fees (direct) | $24,943 |
| Chevy Chase Trust Company | Investment management, Investment management fees (direct) | $21,404 |
| Amalgamated Bank Of New York | Custodial (securities), Direct payment from the plan, Investment management | $17,898 |
| Schultheis & Panettieri Llp | Accounting, Direct payment from the plan | $13,626 |
| Blackrock Institustional Trust Co. | Trustee (institutional), Trustee (discretionary), Investment management | $12,465 |
| Pension Benefit Information Inc | Other services, Direct payment from the plan | $9,764 |
| Virginia & Ambinder Llp | Direct payment from the plan | $9,207 |
| Segall Bryant & Hamill | Investment management, Investment management fees (direct) | $7,252 |
| Pearson Kyshima | Employee (plan), Recordkeeping fees | $0 |
| Joseph Red | Employee (plan), Recordkeeping fees | $0 |
| Hamilton Lane Advisors, Llc | Investment management, Investment management fees (indirect) | $0 |
| Kelsey Soto Feliz | Employee (plan), Recordkeeping fees | $0 |
| Denise Ortiz | Employee (plan), Recordkeeping fees | $0 |
| Vanessa Wharton | Employee (plan), Recordkeeping fees | $0 |