Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan
Sponsored by Pipefitters Local Union No.537 · EIN 042760802 · Plan #002
- Total assets
- $785M
- Net assets
- $776M
- Active participants
- 3,374
- With balances
- 3,374
Plan year beginning 03/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Boston Trust Walden Inc. CRD 111266 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Abs Investment Management Llc CRD 127290 | deterministic · 100% | 2024 |
| 400 Capital Management Llc CRD 160089 | deterministic · 100% | 2024 |
| Davidson Kempner Capital Management Lp CRD 155680 | deterministic · 100% | 2024 |
| Select Equity Group, L.P. CRD 168496 | fuzzy_auto · 97% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Boston Trust Walden | Investment management, Investment management fees (direct) | $1,164,583 |
| National Investment Services | Investment management, Investment management fees (direct) | $550,098 |
| Abs Investment Management | Investment management, Investment management fees (direct) | $266,407 |
| Us Real Estate Investment Fund | Investment management, Investment management fees (direct) | $241,335 |
| Wcp Special Core Plus Fund Lp | Investment management, Investment management fees (direct) | $241,125 |
| Nepc, Llc | Direct payment from the plan, Consulting fees | $188,747 |
| 400 Capital Management Llc | Investment management, Investment management fees (direct) | $168,516 |
| Davidson Kempner Capital Management | Investment management, Investment management fees (direct) | $157,458 |
| Renaissance Institutional Equities | Investment management, Investment management fees (direct) | $122,803 |
| Loomis Sayles | Investment management, Investment management fees (direct) | $84,290 |
| Bridgeway Technologies | Other services, Direct payment from the plan | $66,285 |
| Employee F | Employee (plan), Direct payment from the plan | $48,129 |
| Manzi & Associates Llc | Accounting, Direct payment from the plan | $46,301 |
| Investment Performance Services, Ll | Direct payment from the plan, Consulting fees | $45,000 |
| Select Equity Group, Lp | Investment management, Investment management fees (direct) | $39,714 |
| Employee G | Employee (plan), Direct payment from the plan | $21,618 |
| Employee E | Employee (plan), Direct payment from the plan | $21,483 |
| Northgate Venture Partners, Vii Lp | Investment management, Investment management fees (direct) | $16,000 |
| Employee C | Employee (plan), Direct payment from the plan | $15,247 |
| Employee B | Employee (plan), Direct payment from the plan | $13,674 |
| Network Coverage Llc | Other services, Direct payment from the plan | $13,550 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $11,254 |
| Krakow, Souris & Landry Llc | Legal, Direct payment from the plan | $11,250 |
| Asb Capital Management | Investment management, Investment management fees (direct) | $10,430 |
| Employee D | Employee (plan), Direct payment from the plan | $9,251 |
| Jls Mailing Services | Direct payment from the plan | $8,391 |
| Segal Marco Advisors | Other services, Direct payment from the plan | $6,833 |
| Quadient | Direct payment from the plan | $5,612 |
| Dover Street Ix Cayman Fund L.P. | Investment management, Investment management fees (direct) | $0 |
| Boston Partners Global Equity Fund | Investment management, Soft dollars commissions | $0 |