Michigan Electrical Employees' Pension Plan
Sponsored by Trustees Of Michigan Electrical Employees' Pension Fund · EIN 386233977 · Plan #001
- Total assets
- $545M
- Net assets
- $543M
- Active participants
- 2,271
- 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 |
| Wcm Investment Management, Llc CRD 104702 | deterministic · 100% | 2024 |
| Eagle Capital Management, Llc CRD 110177 | deterministic · 100% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Centersquare Investment Management Llc CRD 290078 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Metropolitan West Asset Management Llc CRD 104571 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney | Custodial (securities), Investment advisory (plan), Direct payment from the plan | $1,073,011 |
| Wilson Mcshane Corporation | Accounting, Claims processing, Contract administrator | $400,161 |
| Wcm Investment Management | Investment management, Direct payment from the plan | $368,960 |
| Eagle Capital Management, Llc | Investment management, Direct payment from the plan | $254,163 |
| American Realty Advisors | Investment management, Direct payment from the plan | $220,342 |
| Centersquare Investment Management | Investment management, Investment management fees (direct) | $81,537 |
| Cuni, Rust, Strenk, Inc. | Actuarial, Direct payment from the plan | $65,600 |
| National Investment Services | Investment management, Direct payment from the plan | $51,429 |
| Metropolitan West Asset Management | Investment management, Investment management fees (direct) | $41,582 |
| Watkins Pawlick Calati & Prifti, Pc | Legal, Direct payment from the plan | $36,516 |
| Franklin Templeton Private | Investment management, Direct payment from the plan | $34,164 |
| Benda, Grace, Stulz & Company, P.C. | Accounting, Direct payment from the plan | $28,800 |
| The Pnc Financial Services Group | Custodial (other), Direct payment from the plan | $5,196 |
| Loomis Sayles | Investment management, Investment management fees (direct) | $0 |
| Delaware/Mondrian Int'l Adr | Investment management, Investment management fees (direct) | $0 |
| Eip Energy Infr & Mlp Str | Investment management, Investment management fees (direct) | $0 |
| Polen Capital | Investment management, Investment management fees (direct) | $0 |
| John Hancock | Investment management, Investment management fees (direct) | $0 |
| Geneva Capital | Investment management, Investment management fees (direct) | $0 |