Painters And Allied Trades Dc82 Defined Contribution Pension Plan
Sponsored by Trustees Of Painters And Allied Trades Dc82 Defined Contribution Pensi · EIN 812748532 · Plan #001
- Total assets
- $272M
- Net assets
- $272M
- Active participants
- 3,034
- With balances
- 3,681
Plan year beginning 06/01/2024 · Profit-sharing, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Dearborn Partners L.L.C. CRD 108147 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Contract administrator, Recordkeeping | $284,533 |
| Fiducient Advisors | Investment advisory (plan) | $127,569 |
| Dearborn Partners Llc | Investment management | $72,009 |
| Wilson Mcshane Corporation | Contract administrator, Copying and duplicating | $47,713 |
| Shumaker, Loop & Kendrick, Llp | Legal | $37,309 |
| Legacy Professionals Llp | Accounting | $17,750 |
| Matrix Trust Company | Custodial (securities), Shareholder servicing fees, Sub-transfer agency fees | $8,884 |
| Fr Secure Llc | Consulting (general) | $7,880 |