AUMdb

Bricklayers Union Local No. 6 Of Indiana Pension F

Sponsored by Board Of Trustees Bricklayers Union Local No. 6 Of Indiana Pension Fun · EIN 516113680 · Plan #001

Total assets
$100.0M
Net assets
$99.7M
Active participants
236
With balances
0

Plan year beginning 07/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Zazove Associates Llc CRD 104751 deterministic · 100% 2024
Peirce Park Group Inc. CRD 118655 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Zazove Associates Llc Investment management, Investment management fees (direct), Soft dollars commissions $121,156
Robert Puza Plan administrator, Employee (plan), Direct payment from the plan $77,535
Amy Gorby Employee (plan), Direct payment from the plan $62,516
Spencer Rankin Employee (plan), Direct payment from the plan $59,678
Marquette Associates Investment advisory (plan), Direct payment from the plan $58,500
United Actuarial Services Inc. Actuarial, Direct payment from the plan $51,075
Ledbetter Partners Llc Legal, Direct payment from the plan $48,777
Legacy Professionals Llp Accounting, Recordkeeping, Direct payment from the plan $47,188
Bridgeway Benefit Technologies Llc Recordkeeping, Direct payment from the plan $26,634
Old National Wealth Management Custodial (securities), Investment management, Direct payment from the plan $14,765
Healthscope Benefits Contract administrator, Direct payment from the plan $7,396
Bny Mellon Investment management, Investment management fees (direct), Investment management fees (indirect) $2,638