Laborers Local Union No. 158 Pension Plan
Sponsored by Laborers Local Union No. 158 Pension Fund · EIN 236580323 · Plan #001
- Total assets
- $247M
- Net assets
- $246M
- Active participants
- 1,133
- 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 |
|---|---|---|
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 97% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | fuzzy_auto · 96% | 2024 |
| Wedge Capital Management Llp CRD 106234 | deterministic · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| First Eagle Investment Management, Llc CRD 108260 | fuzzy_auto · 96% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | fuzzy_auto · 98% | 2024 |
| Gcm Grosvenor L.P. CRD 108654 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Laborers Local Union 158 Pension Fd | Plan administrator, Direct payment from the plan | $510,078 |
| Loomis, Sayles & Company, L.P. | Investment management, Investment management fees (direct), Investment management fees (indirect) | $329,092 |
| Conrad Siegel Actuaries | Actuarial, Direct payment from the plan | $324,026 |
| Investment Performance Services | Consulting (general), Investment advisory (plan), Direct payment from the plan | $256,642 |
| Sierra Investment Partners, Inc. | Investment management, Investment management fees (direct), Investment management fees (indirect) | $194,989 |
| Boyd Watterson Asset Mgmt, Llc | Investment management, Investment management fees (direct) | $191,549 |
| Wedge Capital Management, Llp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $149,444 |
| Intercontinental Real Estate Corp | Investment management, Direct payment from the plan | $145,834 |
| Asb Capital Management Llc | Investment management, Direct payment from the plan | $127,874 |
| Bridgeway Benefit Technologies, Llc | Recordkeeping, Direct payment from the plan | $95,644 |
| First Eagle Investment Mgt, Llc | Investment management, Direct payment from the plan, Investment management fees (indirect) | $93,830 |
| Chartwell Investment Partners | Investment management, Named fiduciary, Investment management fees (direct) | $93,181 |
| Hardman Johnston Global Advisors Ll | Investment management, Investment management fees (direct) | $91,991 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $89,944 |
| Patriot Financial Partners Iv, Lp | Investment management, Direct payment from the plan | $56,250 |
| Gcm Grosvenor | Accounting, Investment management, Investment management fees (direct) | $52,500 |
| Us Bank N.A. | Custodial (other), Direct payment from the plan, Investment management fees (indirect) | $43,417 |
| Buchanan Ingersoll & Rooney Pc | Legal, Direct payment from the plan | $34,730 |
| Ellin & Tucker, Chartered | Accounting, Direct payment from the plan | $33,000 |
| Schreckengaust, Young & Associates, | Accounting, Direct payment from the plan | $20,509 |
| Pxc, Inc. (Paychex Of New York, Llc | Accounting, Direct payment from the plan | $7,947 |
| Design Data Corporation | Recordkeeping, Direct payment from the plan | $5,765 |