Plumbers Local Union No. 17 Pension Plan
Sponsored by Joint Board Of Trustees Plumbers Local Union No. 17 Pension Plan · EIN 626104660 · Plan #001
- Total assets
- $45.0M
- Net assets
- $45.0M
- Active participants
- 292
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Corry Capital Advisors, Llc CRD 165403 | deterministic · 100% | 2024 |
| Highland Capital Management, Llc CRD 104842 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Highland Capital Management | Investment management | $87,107 |
| Southern Benefit Administrators | Plan administrator, Consulting (general) | $54,153 |
| Reynolds Investment Consulting | Investment advisory (plan) | $49,575 |
| Ullico | Custodial (securities), Investment management | $31,092 |
| Regions | Custodial (securities), Custodial (other) | $19,469 |
| Daniels, Irwin & Aylor | Accounting | $17,500 |
| Godwin Morris Laurenzi Bloomfield | Legal | $8,339 |
| Corry Capital Advisors | Custodial (securities), Investment management | $7,381 |
| United Actuarial Services | Actuarial | $5,900 |
| Amalgamated Bank | Custodial (securities) | $3,790 |
| Newtower Trust Company | Custodial (securities), Investment management | $0 |
| Boyd Watterson Asset Management | Custodial (securities), Investment management | $0 |
| Exchange Traded Fund | Custodial (securities), Investment management | $0 |