Local 351 Ibew Pension Plan
Sponsored by Board Of Trustees Local 351 Pension Fund · EIN 223417366 · Plan #001
- Total assets
- $542M
- Net assets
- $541M
- Active participants
- 1,581
- 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 |
|---|---|---|
| Gcm Grosvenor L.P. CRD 108654 | fuzzy_auto · 95% | 2024 |
| Quantum Capital Management, Llc CRD 111083 | deterministic · 100% | 2024 |
| Constitution Capital Equity Partners Lp CRD 147248 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Patriot Financial Partners, L.P. | Investment management fees (indirect) | $850,484 |
| Eagle Capital Management | Investment management fees (direct) | $791,978 |
| Gcm Grosvenor | Investment management | $585,775 |
| Polen Capital | Investment management fees (direct) | $471,135 |
| Quantum Capital Management | Investment management, Investment management fees (direct), Soft dollars commissions | $431,564 |
| I.E. Shaffer & Co | Contract administrator | $332,277 |
| Intercontinental Real Estate Corp | Investment management fees (direct) | $300,000 |
| Constitution Capital Partners, Llc | Investment management | $227,632 |
| Asb Real Estate Investment | Investment management fees (direct) | $157,003 |
| Garcia Hamilton | Investment management fees (direct) | $128,395 |
| Jp Morgan | Investment management | $73,818 |
| Dahab And Assoc. | Consulting (pension) | $68,000 |
| Gerson & Assoc Cpas And Advisors Pc | Accounting | $58,500 |
| Empower Annuity Insurance Co | Investment advisory (plan), Investment management fees (direct), Other investment fees and expenses | $52,100 |
| Obrien Belland & Bushinsky | Legal | $43,481 |
| Summit Actuarial Services | Actuarial | $30,100 |
| Mspc Certified Public Accountants | Accounting | $25,730 |
| Constitution Capital Fund Admin | Investment management fees (indirect) | $0 |