Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan
Sponsored by Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392 · EIN 310655223 · Plan #001
- Total assets
- $381M
- Net assets
- $380M
- Active participants
- 1,567
- With balances
- 0
Plan year beginning 06/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Capital Investment Advisors Inc CRD 107772 | fuzzy_auto · 99% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Plumbers, Pipe Fitters And Mechanic | Other services | $145,808 |
| National Investment Services, Inc. | Investment management, Investment management fees (direct) | $132,206 |
| Strategic Capital Investment Adviso | Investment advisory (plan), Direct payment from the plan | $119,961 |
| Clarion Lion Industrial Trust | Investment management fees (direct) | $104,343 |
| Cuni, Rust & Strenk, Inc. | Actuarial, Direct payment from the plan | $104,025 |
| Washington Capital Management, Inc. | Investment management fees (direct) | $78,399 |
| The Northern Trust Company | Investment management, Soft dollars commissions | $75,852 |
| Stockbridge Niche Logistics Fund Lp | Investment management fees (direct) | $73,511 |
| Segal Select Insurance Services Inc | Consulting (general), Insurance agents and brokers, Insurance brokerage commissions | $64,177 |
| Clarion Lion Properties Fund, Lp | Investment management fees (direct) | $62,468 |
| Principal Enhanced Property Fund | Investment management | $52,756 |
| Kelley Galloway Smith Goolsby, Psc | Accounting, Direct payment from the plan | $52,000 |
| Stockbridge Smart Markets Fund, Lp | Investment management fees (direct) | $44,045 |
| Johnson & Krol, Llc | Legal, Direct payment from the plan | $31,391 |
| Bridgeway Benefit Technologies | Other services | $25,239 |
| Ares Real Estate Secured Income Fun | Investment management fees (direct) | $23,838 |
| Great Gray Trust Company, Llc | Investment management fees (direct) | $20,489 |
| Pnc Bank, National Association | Investment management fees (direct) | $16,852 |