BERNZOTT CAPITAL ADVISORS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
16
Active participants
26,963
Total plan assets
$8.6B
Filings (rows)
16
Direct comp
$1.4M
Indirect comp
$0
SERVICES PROVIDED
Other16
Top plans served
All 16 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| AUTOMOTIVE MACHINISTS PENSION TRUST AUTOMOTIVE MACHINISTS PENSION PLAN | SEATTLE, WA | Other NONE | 510 | $802.8M | $102K |
| AUTOMOTIVE MACHINISTS PENSION TRUST AUTOMOTIVE MACHINISTS PENSION PLAN | SEATTLE, WA | Other NONE | 589 | $785.5M | $81K |
| BOARD OF TRUSTEES OF PENSION FUND OF OPERATING ENGINEERS LOCAL 513 PENSION FUND OF OPERATING ENGINEERS LOCAL 513 | BRIDGETON, MO | Other NONE | 2,483 | $752.0M | $52K |
| BOARD OF TRUSTEES OF PENSION FUND OF OPERATING ENGINEERS LOCAL 513 PENSION FUND OF OPERATING ENGINEERS LOCAL 513 | BRIDGETON, MO | Other NONE | 2,510 | $700.0M | $129K |
| TRUSTEES OF LOCAL 295 I.B.T. EMPLOYER GROUP PENSION TRUST FUND LOCAL 295 I.B.T. EMPLOYER GROUP PENSION TRUST FUND | NEW YORK, NY | Other NONE | 1,522 | $615.2M | $21K |
| TRUSTEES LOCAL 338 RETIREMENT FUND LOCAL 338 RETIREMENT FUND | MINEOLA, NY | Other NONE | 1,782 | $588.2M | $16K |
| CON IND & LABORERS JOINT PENSION TRUST BOARD OF TRUSTEES CONSTRUCTION INDUSTRY AND LABORERS JOINT PENSION TRUST FOR SO NEVADA, PLAN A | LAS VEGAS, NV | Other NONE | 2,867 | $582.2M | $42K |
| TRUSTEES LOCAL 338 RETIREMENT FUND LOCAL 338 RETIREMENT FUND | MINEOLA, NY | Other NONE | 2,454 | $577.9M | $227K |
| TRUSTEES OF LOCAL 295 I.B.T. EMPLOYER GROUP PENSION TRUST FUND LOCAL 295 I.B.T. EMPLOYER GROUP PENSION TRUST FUND | NEW YORK, NY | Other NONE | 1,550 | $568.4M | $140K |
| I.B.E.W. BOARD OF TRUSTEES FOR LOCAL 357 PENSION TRUST I.B.E.W. LOCAL UNION NO 357 PENSION TRUST FUND, PLAN A | LAS VEGAS, NV | Other NONE | 2,795 | $533.7M | $83K |
| CON IND & LABORERS JOINT PENSION TRUST BOARD OF TRUSTEES CONSTRUCTION INDUSTRY AND LABORERS JOINT PENSION TRUST FOR SO NEVADA, PLAN A | LAS VEGAS, NV | Other NONE | 2,630 | $512.8M | $175K |
| I.B.E.W. BOARD OF TRUSTEES FOR LOCAL 357 PENSION TRUST I.B.E.W. LOCAL UNION NO 357 PENSION TRUST FUND, PLAN A | LAS VEGAS, NV | Other NONE | 2,367 | $470.7M | $99K |
| PIPEFITTERS LOCAL NO 636 DEFINED BENEFIT PENSION FUND PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND | TROY, MI | Other NONE | 1,378 | $422.4M | $71K |
| DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS LOCAL 701 PENSION AND ANNUITY FUND | NORTH BRUNSWICK, NJ | Other NONE | 63 | $337.5M | $22K |
| DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS LOCAL 701 PENSION AND ANNUITY FUND | NORTH BRUNSWICK, NJ | Other NONE | 167 | $332.0M | $117K |
| BOARD OF TRUSTEES OF LOCAL 295 I.B.T. EMPLOYER GROUP WELFARE FUND LOCAL 295 I.B.T. EMPLOYER GROUP WELFARE FUND | NEW YORK, NY | Other NONE | 1,296 | $66.3M | $12K |