Tidewater Electrical Industry Pension Fund
Sponsored by Board Of Trustees Tidewater Electrical Industry Pension Fund · EIN 546127076 · Plan #001
- Total assets
- $65.1M
- Net assets
- $65.1M
- Active participants
- 466
- 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 |
|---|---|---|
| Fayez Sarofim & Co., Llc CRD 106584 | fuzzy_auto · 95% | 2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 99% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Boston Partners | Investment management | $116,632 |
| Southern Benefit Administrators | Plan administrator, Consulting (general) | $84,356 |
| Loomis, Sayles & Company, L.P. | Custodial (securities), Investment management | $68,524 |
| Polen Capital | Investment management | $39,928 |
| Raymond James | Custodial (securities), Investment management | $34,644 |
| Fayez Sarofin & Company | Investment management | $26,135 |
| Daniels, Irwin & Aylor | Accounting | $18,525 |
| Stranch, Jennings & Garvey Pllc | Legal | $17,747 |
| Chevy Chase Trust | Custodial (securities), Investment management | $17,580 |
| United Actuarial Services | Actuarial | $6,400 |
| Wells Fargo Bank | Custodial (securities) | $3,643 |
| Money Market, Mutual And Etfs | Custodial (securities), Investment management | $0 |