Plumbers & Pipefitters Local Union No. 572 Pension Fund
Sponsored by Trustees Of Plumbers And Pipefitters Local Union No. 572 Pension Fund · EIN 626102837 · Plan #001
- Total assets
- $212M
- Net assets
- $211M
- Active participants
- 1,375
- 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 |
|---|---|---|
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Strategic Capital Investment Advisors Inc CRD 107772 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Southern Benefit Administrators | Plan administrator, Consulting (general) | $136,157 |
| National Investment Services | Investment management, Custodial (securities) | $105,242 |
| Strategic Capital Investment | Investment advisory (plan) | $88,010 |
| Washington Capital | Investment management | $53,229 |
| Lapadula Carlson & Co. | Accounting | $22,609 |
| Godwin Morris Laurenzi & Bloomfield | Legal | $14,780 |
| Eberts & Harrison Inc. | Insurance agents and brokers | $10,988 |
| First Midwest Wealth Management | Custodial (securities) | $10,050 |
| United Acturial Services | Actuarial | $7,400 |