Plumbers And Pipefitters Local Union No 333 Pension Fund
Sponsored by Joint Board Plumbers & Pipefitters Local Union No. 333 Pension · EIN 383545518 · Plan #005
- Total assets
- $301M
- Net assets
- $300M
- Active participants
- 845
- 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 |
|---|---|---|
| Strategic Capital Investment Advisors Inc CRD 107772 | fuzzy_auto · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| National Investment Services | Direct payment from the plan, Custodial (other), Investment advisory (plan) | $110,998 |
| Novara Law Group Pllc | Direct payment from the plan, Legal | $88,362 |
| United Actuarial Services, Inc. | Direct payment from the plan, Actuarial, Consulting (pension) | $85,200 |
| Strategic Capital Investment Adviso | Direct payment from the plan, Consulting (pension), Investment advisory (plan) | $78,100 |
| Tic Midwest | Direct payment from the plan, Accounting, Contract administrator | $77,798 |
| Stockbridge Niche Logistics, Lp | Investment management fees (direct) | $49,184 |
| Washington Capital Management | Direct payment from the plan, Custodial (securities), Investment advisory (plan) | $46,081 |
| Smart Markets Fund, Lp | Investment management fees (direct) | $40,357 |
| Macqueen And Associates Llc | Direct payment from the plan, Insurance agents and brokers, Insurance services | $33,659 |
| Bultynck & Co., P.L.L.C. | Direct payment from the plan, Accounting | $29,850 |
| Comerica Bank | Direct payment from the plan, Custodial (other), Custodial (securities) | $17,788 |
| Stefansky, Holloway & Nichols, Inc. | Direct payment from the plan, Accounting | $16,884 |