Operative Plasterers And Cement Masons Local No. 109 Pension Plan
Sponsored by Plasterers & Cement Masons Local No. 109 Pension Plan · EIN 346622619 · Plan #001
- Total assets
- $127M
- Net assets
- $127M
- Active participants
- 450
- 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 |
|---|---|---|
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Johnson Investment Counsel, Inc. CRD 117054 | fuzzy_auto · 99% | 2024 |
| Ancora Advisors Llc CRD 124674 | deterministic · 100% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Bny Mellon Securities Corporation CRD 231 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Solxsys Administrative Solutions | Contract administrator, Recordkeeping | $116,339 |
| Bny Mellon Securities Corporation | Investment management fees (direct), Investment management | $100,256 |
| American Realty Advisors | Investment management fees (direct), Investment management | $90,668 |
| Ullico Investment Advisors, Inc. | Investment management fees (direct), Investment management | $85,873 |
| Cuni, Rust, & Strenk | Actuarial | $64,325 |
| Mariner Institutional Llc | Consulting (general) | $42,000 |
| Barings Core Property Fund | Investment management fees (direct), Investment management | $39,213 |
| Fifth Third Bank | Custodial (securities), Investment management fees (direct), Investment management | $32,531 |
| Yurchyk & Davis Cpa's Inc | Accounting | $23,900 |
| American Graphics Printing Co. | Copying and duplicating | $22,230 |
| Johnson Investment Council | Investment management fees (direct), Investment management | $22,032 |
| Macala & Piatt, Llc | Legal | $21,885 |
| Ancora Advisors | Investment management fees (direct), Investment management | $18,483 |
| Ocpcm Combined Funds Inc. | Other fees | $6,192 |