AUMdb

Steamfitters Local Union No. 464 Pension Plan

Sponsored by Board Of Trustees Steamfitters Local Union No. 464 · EIN 476045941 · Plan #001 · Omaha, NE

Total assets
$251M
Net assets
$251M
Active participants
1,196
With balances
0

Plan year beginning 04/01/2024

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
First National Bank Trustee (individual), Recordkeeping fees, Investment management fees (direct) $479,925
Dana Investment Advisors Accounting $271,826
Benesys Inc Plan administrator $149,148
Blake & Uhlig, Pa Legal $91,314
O'donnell, Ficenec, Wills & Ferdig Accounting $51,619
United Actuarial Services, Inc. Actuarial $42,950
Investment Consulting Group Consulting (pension) $34,000