N. Atlantic States Carp. Pension Fund
Sponsored by Bot Of The North Atlantic States Carpenters Pension Fund · EIN 516040899 · Plan #001
- Total assets
- $5.1B
- Net assets
- $4.9B
- Active participants
- 16,341
- 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 |
|---|---|---|
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | deterministic · 100% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Potomac Asset Management Co Inc CRD 105730 | deterministic · 100% | 2024 |
| Rice Hall James & Associates Llc CRD 125410 | fuzzy_auto · 94% | 2024 |
| Victory Capital Management Inc. CRD 106189 | deterministic · 100% | 2024 |
| Cove Street Capital, Llc CRD 156260 | deterministic · 100% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | fuzzy_auto · 98% | 2024 |
| Opus Investment Advisors, Llc CRD 122345 | deterministic · 100% | 2024 |
| Rhumbline Advisers Ltd Partnership CRD 107151 | fuzzy_auto · 99% | 2024 |
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
| Artisan Partners Limited Partnership CRD 150114 | fuzzy_auto · 94% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Bny Mellon Investment Adviser, Inc. CRD 105642 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Meketa Investment Group Inc. | Investment advisory (plan), Direct payment from the plan | $1,049,964 |
| Artisan Partners Lmtd Partnership | Investment management, Investment management fees (direct), Investment management fees (indirect) | $993,826 |
| Midior Consulting | Consulting (general), Direct payment from the plan | $905,838 |
| Schultheis & Panettieri Llp | Accounting, Direct payment from the plan | $841,580 |
| Loomis Sayles & Company | Investment management, Investment management fees (direct), Investment management fees (indirect) | $814,531 |
| The Segal Company (Eastern States) | Actuarial, Consulting (general), Direct payment from the plan | $590,032 |
| Washington Capital Management, Inc | Investment management, Investment management fees (direct) | $570,820 |
| Bny Mellon Investment Adviser Inc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $531,682 |
| Vitech Systems Sub Llc | Consulting (general), Direct payment from the plan | $528,821 |
| Prisa Iii | Investment management, Investment management fees (direct) | $477,869 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $391,342 |
| Acadian Asset Management Llc | Investment management, Investment management fees (direct) | $347,219 |
| State Street Bank & Trust Co. | Custodial (securities), Investment management, Investment management fees (direct) | $317,645 |
| Rice Hall James & Assoc Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $289,228 |
| Employee A | Employee (plan), Direct payment from the plan | $245,262 |
| Employee B | Employee (plan), Direct payment from the plan | $238,064 |
| Dodge & Cox Investment Managers | Investment management, Investment management fees (direct), Investment management fees (indirect) | $233,874 |
| The Revolt Group Llc | Consulting (general), Direct payment from the plan | $233,709 |
| Krakow Souris & Landry Llc | Legal, Direct payment from the plan | $214,561 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $204,912 |
| Employee C | Employee (plan), Direct payment from the plan | $198,676 |
| Victory Capital Management Inc | Investment management, Investment management fees (direct), Soft dollars commissions | $194,221 |
| Cove Street Capital Llc | Investment management, Investment management fees (direct) | $184,769 |
| Employee D | Employee (plan), Direct payment from the plan | $175,591 |
| O'reilly Grosso Gross & Jones, Pc | Legal, Direct payment from the plan | $165,677 |
| Blackrock Instl Trust Company N.A. | Trustee (institutional), Trustee (discretionary), Investment management | $160,875 |
| Employee E | Employee (plan), Direct payment from the plan | $159,765 |
| Employee F | Employee (plan), Direct payment from the plan | $150,518 |
| J.P. Morgan Chase Bank Natl Assoc. | Investment management, Investment management fees (direct) | $148,445 |
| Employee G | Employee (plan), Direct payment from the plan | $147,712 |
| Wellington Trust Company Na | Investment management, Investment management fees (direct) | $147,411 |
| Virginia & Ambinder, Llp | Legal, Direct payment from the plan | $141,745 |
| Employee H | Employee (plan), Direct payment from the plan | $138,531 |
| Employee I | Employee (plan), Direct payment from the plan | $137,803 |
| Employee J | Employee (plan), Direct payment from the plan | $137,349 |
| Employee K | Employee (plan), Direct payment from the plan | $131,166 |
| Employee L | Employee (plan), Direct payment from the plan | $126,810 |
| Employee M | Employee (plan), Direct payment from the plan | $125,410 |
| Employee N | Employee (plan), Direct payment from the plan | $124,871 |
| Employee O | Employee (plan), Direct payment from the plan | $123,174 |
| National Software Inc | Other services, Direct payment from the plan | $119,809 |
| Employee P | Employee (plan), Direct payment from the plan | $117,608 |
| Employee Q | Employee (plan), Direct payment from the plan | $114,352 |
| The Journeyman Press | Other services, Direct payment from the plan | $111,826 |
| Employee R | Employee (plan), Direct payment from the plan | $110,772 |
| Employee S | Employee (plan), Direct payment from the plan | $110,618 |
| Employee T | Employee (plan), Direct payment from the plan | $109,317 |
| Employee U | Employee (plan), Direct payment from the plan | $108,748 |
| Employee V | Employee (plan), Direct payment from the plan | $106,314 |
| Employee W | Employee (plan), Direct payment from the plan | $105,474 |
| Arcara Lenda Eusanio & Stacey, Cpas | Legal, Direct payment from the plan | $102,382 |
| Employee X | Employee (plan), Direct payment from the plan | $100,118 |
| First Actuarial Consulting Inc | Actuarial, Consulting (general), Direct payment from the plan | $99,750 |
| Employee Y | Employee (plan), Direct payment from the plan | $95,699 |
| Employee Z | Employee (plan), Direct payment from the plan | $94,405 |
| Employee Aa | Employee (plan), Direct payment from the plan | $93,555 |
| Employee Ab | Employee (plan), Direct payment from the plan | $93,382 |
| Employee Ac | Employee (plan), Direct payment from the plan | $90,469 |
| Employee Ad | Employee (plan), Direct payment from the plan | $89,636 |
| Bridgeway Benefit Technlogies | Consulting (general), Direct payment from the plan | $87,832 |
| Employee Ae | Employee (plan), Direct payment from the plan | $83,176 |
| Employee Af | Employee (plan), Direct payment from the plan | $82,986 |
| Employee Ag | Employee (plan), Direct payment from the plan | $82,046 |
| Employee Ah | Employee (plan), Direct payment from the plan | $82,046 |
| Hardman Johnston Global Advisors Ll | Investment management, Investment management fees (direct) | $81,433 |
| Employee Ai | Employee (plan), Direct payment from the plan | $81,064 |
| Employee Aj | Employee (plan), Direct payment from the plan | $79,596 |
| Employee Ak | Employee (plan), Direct payment from the plan | $76,911 |
| Employee Al | Employee (plan), Direct payment from the plan | $76,799 |
| Withumsmith+Brown, P.C. | Accounting, Direct payment from the plan | $75,969 |
| Employee Am | Employee (plan), Direct payment from the plan | $75,665 |
| Employee An | Employee (plan), Direct payment from the plan | $74,833 |
| Employee Ao | Employee (plan), Direct payment from the plan | $73,974 |
| Iron Mountain | Recordkeeping, Direct payment from the plan | $73,717 |
| Employee Ap | Employee (plan), Direct payment from the plan | $72,765 |
| Employee Aq | Employee (plan), Direct payment from the plan | $71,780 |
| Employee Ar | Employee (plan), Direct payment from the plan | $71,077 |
| Opus Investment Advisors Llc | Investment management, Investment management fees (direct) | $70,738 |
| Employee As | Employee (plan), Direct payment from the plan | $70,158 |
| Employee At | Employee (plan), Direct payment from the plan | $70,153 |
| Employee Au | Employee (plan), Direct payment from the plan | $70,110 |
| Employee Av | Employee (plan), Direct payment from the plan | $69,475 |
| Employee Aw | Employee (plan), Direct payment from the plan | $68,422 |
| Employee Ax | Employee (plan), Direct payment from the plan | $67,630 |
| Employee Ay | Employee (plan), Direct payment from the plan | $66,224 |
| Employee Az | Employee (plan), Direct payment from the plan | $65,720 |
| Employee Ba | Employee (plan), Direct payment from the plan | $65,707 |
| Employee Bb | Employee (plan), Direct payment from the plan | $65,690 |
| Employee Bc | Employee (plan), Direct payment from the plan | $65,525 |
| Rhumbline Advisers Lmtd Partnership | Investment management, Investment management fees (direct) | $65,407 |
| Employee Bd | Employee (plan), Direct payment from the plan | $64,842 |
| Employee Be | Employee (plan), Direct payment from the plan | $64,306 |
| Employee Bf | Employee (plan), Direct payment from the plan | $63,523 |
| Employee Bg | Employee (plan), Direct payment from the plan | $63,228 |
| Employee Bh | Employee (plan), Direct payment from the plan | $62,625 |
| Employee Bi | Employee (plan), Direct payment from the plan | $62,399 |
| Employee Bj | Employee (plan), Direct payment from the plan | $62,248 |
| Employee Bk | Employee (plan), Direct payment from the plan | $60,889 |
| Employee Bl | Employee (plan), Direct payment from the plan | $60,428 |
| Employee Bm | Employee (plan), Direct payment from the plan | $60,237 |
| Employee Bn | Employee (plan), Direct payment from the plan | $59,665 |
| Employee Bo | Employee (plan), Direct payment from the plan | $59,473 |
| Employee Bp | Employee (plan), Direct payment from the plan | $58,968 |
| Employee Bq | Employee (plan), Direct payment from the plan | $58,493 |
| Employee Br | Employee (plan), Direct payment from the plan | $57,807 |
| Employee Bs | Employee (plan), Direct payment from the plan | $56,461 |
| Employee Bt | Employee (plan), Direct payment from the plan | $56,420 |
| Employee Bu | Employee (plan), Direct payment from the plan | $56,212 |
| Employee Bv | Employee (plan), Direct payment from the plan | $56,162 |
| Employee Bw | Employee (plan), Direct payment from the plan | $55,470 |
| Employee Bx | Employee (plan), Direct payment from the plan | $55,188 |
| Employee By | Employee (plan), Direct payment from the plan | $53,771 |
| Employee Bz | Employee (plan), Direct payment from the plan | $52,206 |
| Employee Ca | Employee (plan), Direct payment from the plan | $51,748 |
| Employee Cb | Employee (plan), Direct payment from the plan | $51,724 |
| Employee Cc | Employee (plan), Direct payment from the plan | $51,203 |
| Employee Cd | Employee (plan), Direct payment from the plan | $50,408 |
| Employee Ce | Employee (plan), Direct payment from the plan | $49,965 |
| Employee Cf | Employee (plan), Direct payment from the plan | $49,427 |
| Employee Cg | Employee (plan), Direct payment from the plan | $48,747 |
| Employee Ch | Employee (plan), Direct payment from the plan | $48,137 |
| Employee Ci | Employee (plan), Direct payment from the plan | $47,579 |
| Employee Cj | Employee (plan), Direct payment from the plan | $46,891 |
| Perfect Printing Solutions | Other services, Direct payment from the plan | $46,220 |
| Employee Ck | Employee (plan), Direct payment from the plan | $45,820 |
| Employee Cl | Employee (plan), Direct payment from the plan | $44,664 |
| Employee Cm | Employee (plan), Direct payment from the plan | $43,978 |
| Employee Co | Employee (plan), Direct payment from the plan | $42,911 |
| Employee Cn | Employee (plan), Direct payment from the plan | $42,911 |
| Employee Cp | Employee (plan), Direct payment from the plan | $42,892 |
| Chevy Chase Trust Company | Investment management, Investment management fees (direct) | $41,761 |
| Employee Cq | Employee (plan), Direct payment from the plan | $41,338 |
| Employee Cr | Employee (plan), Direct payment from the plan | $41,337 |
| Employee Cs | Employee (plan), Direct payment from the plan | $39,877 |
| Employee Ct | Employee (plan), Direct payment from the plan | $39,818 |
| Commonwealth Cash Management Corp | Other services, Direct payment from the plan | $39,762 |
| Employee Cu | Employee (plan), Direct payment from the plan | $39,008 |
| Employee Cv | Employee (plan), Direct payment from the plan | $38,443 |
| Hygrade Business Group | Other services, Direct payment from the plan | $36,433 |
| Jj Pierson Esq | Legal, Direct payment from the plan | $36,000 |
| American Cleaning Company | Other services, Direct payment from the plan | $35,860 |
| Employee Cw | Employee (plan), Direct payment from the plan | $35,151 |
| Employee Cx | Employee (plan), Direct payment from the plan | $34,468 |
| Employee Cy | Employee (plan), Direct payment from the plan | $30,971 |
| Employee Cz | Employee (plan), Direct payment from the plan | $30,149 |
| Employee Da | Employee (plan), Direct payment from the plan | $29,956 |
| Stratus Building Solutions | Other services, Direct payment from the plan | $19,605 |
| Keating Property Services | Other services, Direct payment from the plan | $18,906 |
| Performance Environmental Services | Other services, Direct payment from the plan | $18,672 |
| Land Solutions | Other services, Direct payment from the plan | $14,815 |
| Frontline Courier Service Inc | Other services, Direct payment from the plan | $13,902 |
| New England Systems, Inc | Consulting (general), Direct payment from the plan | $13,786 |
| Proxyvote Plus Holdings Inc. | Investment advisory (plan), Direct payment from the plan | $13,500 |
| Invesco Trust | Investment management, Investment management fees (direct) | $13,236 |
| Lendingclub Bank | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $13,200 |
| Miller Landscaping Inc | Other services, Direct payment from the plan | $9,208 |
| Johnson Controls Security Solutions | Other services, Direct payment from the plan | $9,001 |
| Potomac Asset Management | Investment management, Investment management fees (direct) | $7,500 |
| Amalgamated Medical Care Management | Other services, Direct payment from the plan | $7,175 |
| Lexisnexis Risk Solutions Fl Inc | Consulting (general), Direct payment from the plan | $6,238 |
| State Street Global Advisors Trust | Custodial (other), Custodial (securities), Investment management fees (direct) | $5,551 |
| Segal Select Insurance Scvs. Inc. | Insurance agents and brokers, Insurance brokerage commissions | $0 |
| Union Labor Life Insurance Company | Investment management, Investment management fees (direct), Investment management fees (indirect) | $0 |