I.U.O.E. Local 132 Pension Fund
Sponsored by I.U.O.E. Local 132 Pension Fund · EIN 556015364 · Plan #001 · Huntington, WV
- Total assets
- $559M
- Net assets
- $559M
- Active participants
- 1,524
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Zacks Investment Management, Inc. CRD 110897 | fuzzy_auto · 97% | 2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
| Asg Capital, Llc CRD 149013 | fuzzy_auto · 95% | 2024 |
| Adams Street Partners, Llc CRD 109358 | deterministic · 100% | 2024 |
| Chartwell Investments Ii, Llc CRD 160554 | deterministic · 100% | 2024 |
| Standard Valuations Inc CRD 112413 | deterministic · 100% | 2024 |
| Deprince, Race & Zollo, Inc. CRD 112099 | fuzzy_auto · 99% | 2024 |
| Penn Capital Management Company, Llc CRD 105081 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zack's Investment Management | Investment management | $308,854 |
| Boston Partners | Investment management | $234,818 |
| New Tower Trust Company | Investment management | $232,416 |
| Manning & Napier | Investment management | $199,818 |
| Asb Capital | Investment management | $188,086 |
| Jp Morgan | Investment management | $140,638 |
| United National Bank | Custodial (securities), Investment management | $138,862 |
| Adams Street Partners, Llc | Investment management | $115,018 |
| Steel Oaks | Investment management | $108,162 |
| Blackstone Partners | Investment management | $106,220 |
| The Hartford | Insurance services | $93,659 |
| Chartwell Investments | Investment management | $74,697 |
| Standard Valuations | Investment advisory (plan) | $72,400 |
| Deprince, Race & Zollo | Investment management | $65,798 |
| Harris, Hardin & Company, A.C. | Accounting | $62,788 |
| Assured Partners, Inc | Insurance agents and brokers | $58,837 |
| United Actuarial Services, Inc. | Actuarial | $51,550 |
| C. S. Mckee Asset Management | Investment management | $47,537 |
| Penn Capital Management | Investment management | $28,830 |
| The Berwyn Group, Inc | Contract administrator | $27,500 |
| Ledbetter Parisi Llc | Legal | $22,602 |
| American Benefit Corporation | Contract administrator | $14,400 |
| Boyd Wattterson Asset Mgmt | Investment management | $12,339 |