International Association Of Machinists And Aerospace Workers Pension Plan
Sponsored by International Association Of Machinists And Aerospace Workers · EIN 536001417 · Plan #004
- Total assets
- $888M
- Net assets
- $887M
- Active participants
- 677
- 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 |
|---|---|---|
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
| Sapient Capital Llc CRD 324899 | fuzzy_auto · 96% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney | Custodial (securities), Investment advisory (plan), Other services | $2,299,138 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $454,084 |
| Iam & Aw | Plan administrator, Direct payment from the plan | $442,251 |
| Acadian Asset Management Llc | Other services, Investment management, Direct payment from the plan | $260,121 |
| Cheiron | Actuarial, Consulting (pension), Direct payment from the plan | $169,351 |
| Dodge & Cox | Investment management, Investment management fees (direct), Investment management fees (indirect) | $148,579 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $120,452 |
| Bny Mellon | Legal, Direct payment from the plan | $65,846 |
| Truist Bank | Custodial (securities), Direct payment from the plan | $51,025 |
| Bredhoff & Kaiser, P.L.L.C. | Legal, Direct payment from the plan | $40,126 |
| State Street Global Advisors | Custodial (securities), Investment management fees (direct) | $36,851 |
| The Segal Company | Actuarial, Consulting (pension), Direct payment from the plan | $25,990 |
| Lazard Asset Management Llc | Investment management, Investment management fees (direct) | $25,244 |
| Blackstone Energy Management Associ | Investment management, Investment management fees (direct) | $20,933 |
| Koskie Minsky Llp | Legal, Direct payment from the plan | $18,381 |
| Salient Capital, Lp | Investment management, Investment management fees (direct) | $15,867 |
| Center Coast Capital Advisors, Lp | Investment management, Investment management fees (direct) | $10,462 |