Automobile Mechanics' Local No. 701 Pension Fund
Sponsored by Trustees Of Automobile Mechanics' Local No. 701 Pension Fund · EIN 366042061 · Plan #001 · Burr Ridge, IL
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 3,853
- 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 |
|---|---|---|
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| National Investment Services, Inc. | Investment management, Investment management fees (direct) | $353,213 |
| Washington Capital | Investment management, Investment management fees (direct) | $265,221 |
| Johnson & Krol, Llc | Legal | $195,282 |
| Milliman, Inc | Actuarial | $174,057 |
| Prudential Insurance Co. Of America | Investment management fees (direct) | $167,453 |
| Strategic Capital Investment Adviso | Consulting (general) | $152,600 |
| Jeanine Earth Gillund | Plan administrator | $114,038 |
| Macnell Accounting And Consulting L | Accounting | $102,250 |
| Bridgeway Benefit Technologies | Recordkeeping | $95,851 |
| Karen Maifert | Employee (plan) | $73,990 |
| Juan Rodriguez | Employee (plan) | $72,245 |
| Kristine Bendy | Employee (plan) | $63,905 |
| Calibre Cpa Group Pllc | Accounting | $51,000 |
| Morgan, Lewis & Bockius Llp | Legal | $43,152 |
| Old National Bank | Custodial (securities) | $32,830 |
| Kathleen Myers | Employee (plan) | $31,640 |
| Nicole Kerkstra | Employee (plan) | $31,170 |
| Lisa Conner | Employee (plan) | $29,208 |
| Marisol Ramirez Hernandez | Employee (plan) | $28,902 |
| K Plus | Other services | $14,250 |
| Lifestatus360 Llc | Other services | $6,841 |
| Elite Administration & Insurance Gr | Insurance agents and brokers | $0 |