Plumbing And Pipefitting Industry Local 219 Pension Plan
Sponsored by Trustees Of Local 219 Pension Trust · EIN 346682376 · Plan #001
- Total assets
- $47.4M
- Net assets
- $47.3M
- Active participants
- 258
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Stockbridge Capital Group, Llc CRD 149002 | deterministic · 100% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Capital Investment | Investment management fees (direct) | $64,667 |
| Benesys | Contract administrator, Direct payment from the plan | $58,982 |
| Cuni, Rust And Strenk | Actuarial, Direct payment from the plan | $54,350 |
| Ciuni & Panichi, Inc. | Accounting, Direct payment from the plan | $31,130 |
| Johnson & Krol Llc | Legal, Direct payment from the plan | $19,217 |
| L. Calvin Jones And Co. Inc. | Insurance agents and brokers, Direct payment from the plan | $17,053 |
| Stockbridge Capital Group, Llc | Investment management, Direct payment from the plan | $14,295 |
| Plumbers & Pipefitters 219 Combined | Recordkeeping fees | $14,037 |
| National Invesment Services | Consulting (general), Direct payment from the plan | $13,163 |
| Washington Capital Management, Inc. | Investment management, Direct payment from the plan | $12,507 |
| Pnc Bank | Investment management, Direct payment from the plan | $10,058 |
| American Core Realty Fund, Llc | Investment management, Direct payment from the plan | $8,426 |