Painters Union Pension Plan
Sponsored by Painters Union Pension Fund Trustees · EIN 386234363 · Plan #001
- Total assets
- $204M
- Net assets
- $203M
- Active participants
- 740
- 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Graystone Consulting (Mssb) | Investment advisory (plan), Direct payment from the plan | $553,853 |
| Morgan Stanley Smith Barney Llc | Recordkeeping, Custodial (securities), Investment advisory (plan) | $179,843 |
| Mdt Advisor Mgmt | Investment management, Direct payment from the plan, Investment management fees (direct) | $146,692 |
| Horizon Actuarial Services Llc | Actuarial, Direct payment from the plan | $135,052 |
| David Duffy Cpa Pllc | Accounting, Direct payment from the plan | $80,493 |
| Finkel Whitefield Feldman | Legal, Direct payment from the plan | $54,622 |
| Sage Asset Mgmt | Investment management, Direct payment from the plan, Investment management fees (direct) | $46,357 |
| Gregory Kazmierski | Employee (plan), Direct payment from the plan | $39,039 |
| Michelle M Zacny | Employee (plan), Direct payment from the plan | $29,048 |
| Segal Select Insurance Services, In | Insurance services, Direct payment from the plan | $14,518 |
| Jp Morgan | Trustee (institutional), Direct payment from the plan | $5,205 |