Plumbers Local 9 Pension Plan
Sponsored by Plumbers Local 9 Pension Fund · EIN 510219541 · Plan #001
- Total assets
- $308M
- Net assets
- $307M
- Active participants
- 738
- With balances
- 0
Plan year beginning 07/01/2024
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 |
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
| Fenimore Asset Management, Inc. CRD 110946 | deterministic · 100% | 2024 |
| Eagle Capital Management, Llc CRD 110177 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Constitution Capital Equity Partners Lp CRD 147248 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Crescent Credit Solutions Viiia 2 Lp | Investment management, Investment management fees (indirect) | $844,014 |
| Ie Shaffer & Co | Contract administrator | $388,239 |
| Ullico Investment Advisors | Investment management | $241,804 |
| Constitution Capital Partners, Llc | Investment management | $225,532 |
| J.P. Morgan Asset Management | Investment management, Investment advisory (plan), Investment management fees (indirect) | $150,306 |
| Prudential Insurance Company | Investment advisory (plan), Direct payment from the plan | $114,444 |
| Fenimore Asset Management | Investment management | $72,145 |
| Gerson & Assoc. Cpas And Advisors | Accounting | $68,718 |
| Loomis Sayles Trust Company | Investment management | $66,182 |
| Empower Annuity Insurance Company | Contract administrator | $48,627 |
| Eagle Capital Management | Investment management | $48,511 |
| Hardman Johnston Global Advisors | Accounting, Investment management fees (direct), Investment management fees (indirect) | $37,116 |
| National Investment Services Inc | Investment advisory (plan) | $36,798 |
| Lindabury, Mccormick, Estabrook & C | Legal | $34,638 |
| Philadelphia Trust Company | Investment management | $33,407 |
| Reynolds Consulting Services Llc | Direct payment from the plan, Investment advisory (plan) | $28,375 |
| The Mckeogh Company | Actuarial | $27,500 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct) | $25,102 |
| Obrien, Belland & Bushinsky, Llc | Legal | $14,535 |
| Pellettieri, Rabstein & Altman | Legal | $11,640 |
| Pnc Bank, National Association | Custodial (securities) | $730 |