AUMdb

Bricklayers Local No. 8 Pension Fund

Sponsored by Bricklayers Local No. 8 Pension Fund Board Of Trustees · EIN 346583348 · Plan #001

Total assets
$46.1M
Net assets
$46.1M
Active participants
104
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
Mariner Wealth Advisors Ic, Llc CRD 289886 fuzzy_auto · 98% 2024
American Realty Advisors, Llc CRD 107965 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mariner Wealth Advisors Investment management fees (direct), Investment advisory (plan) $75,833
Benesys Contract administrator, Direct payment from the plan $54,384
American Realty Advisors Custodial (securities), Investment management, Investment management fees (indirect) $49,330
Cuni, Rust & Strenk Actuarial Actuarial, Direct payment from the plan $28,500
Pnc Institutional Investments Custodial (securities), Investment management, Investment management fees (direct) $20,695
Hylant Group, Inc. Insurance agents and brokers, Direct payment from the plan $16,836
Faulkner, Hoffman & Phillips, Llc Legal, Direct payment from the plan $12,390
Dgperry Direct payment from the plan, Accounting $12,070
Mah,Tr&Sh Valley Central Admin Agcy Direct payment from the plan, Recordkeeping fees $10,401