Defined Benefit Pension Plan Of The Plumbers & Steamfitters Local 400 And Mechanical Contractors Association Of North Central Wisconsin
Sponsored by Board Of Trustees · EIN 390542913 · Plan #001 · Kaukauna, WI
- Total assets
- $273M
- Net assets
- $273M
- Active participants
- 1,573
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Corbin Capital Partners, L.P. CRD 130819 | deterministic · 100% | 2024 |
| Parametric Portfolio Associates Llc CRD 114310 | deterministic · 100% | 2024 |
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Fiduciary Management, Inc. CRD 109149 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman Inc. | Consulting (general), Direct payment from the plan | $184,220 |
| Associated Trust Company, N.A. | Trustee (institutional), Custodial (securities), Contract administrator | $157,773 |
| Corbin Capital Partners, L.P | Investment management, Investment management fees (direct) | $152,405 |
| Crescent Capital Investment Trust | Investment management, Investment management fees (direct) | $131,996 |
| Ifm Investors | Investment management, Foreign entity, Investment management fees (indirect) | $92,021 |
| Reinhart Boerner Van Deuren S.C. | Legal, Direct payment from the plan | $90,170 |
| Parametric Portfolio Associates Llc | Investment management, Investment management fees (direct) | $81,602 |
| Jp Morgan Chase Bank, N.A. | Trustee (discretionary), Investment advisory (plan), Investment management | $66,117 |
| Marquette Associates | Investment advisory (plan), Investment management fees (direct) | $62,500 |
| Benefit Plan Administration | Plan administrator, Recordkeeping, Direct payment from the plan | $61,192 |
| Asb Capital Management Llc | Investment management, Investment management fees (direct) | $33,597 |
| Sikich Cpa Llc | Accounting, Direct payment from the plan | $27,630 |
| Fiduciary Management Inc | Investment management, Investment management fees (direct) | $16,285 |