Utah Pipe Trades Pension Trust Fund
Sponsored by Board Of Trustees, Utah Pipe Trades Pension · EIN 516077569 · Plan #001
- Total assets
- $263M
- Net assets
- $263M
- Active participants
- 1,181
- 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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Dana Investment Advisors Inc CRD 105879 | deterministic · 100% | 2024 |
| Alta Capital Management Llc CRD 106786 | deterministic · 100% | 2024 |
| Systematic Financial Management Lp CRD 106146 | deterministic · 100% | 2024 |
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors | Custodial (securities), Investment advisory (plan) | $250,391 |
| Dana Investment Advisors | Investment management, Investment management fees (direct) | $247,836 |
| Systematic Financial Management, Lp | Investment management, Investment management fees (direct) | $244,889 |
| Delaware Capital Management | Investment management, Investment management fees (direct) | $203,030 |
| Alta Capital Management | Investment management, Investment management fees (direct), Soft dollars commissions | $181,062 |
| Lazard Asset Management | Investment management, Investment management fees (direct) | $151,148 |
| Benesys Administrators | Contract administrator, Direct payment from the plan | $110,095 |
| Milliman | Actuarial, Direct payment from the plan | $70,511 |
| Mondress Monaco Parr Lockwood Pllc | Legal, Direct payment from the plan | $60,140 |
| Delaware International | Investment management, Investment management fees (direct) | $56,654 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $45,013 |
| Us Bank | Other services | $14,523 |
| Smart Source Llc | Copying and duplicating, Direct payment from the plan | $10,646 |
| Segal Select Ins. Services | Insurance brokerage commissions | $0 |