Pension Plan For Local Union 527 Of Operative Plasterers And Cement Masons
Sponsored by Operative Plasterers & Cement Masons Local 527 Pension Trust · EIN 510179270 · Plan #001
- Total assets
- $163M
- Net assets
- $163M
- Active participants
- 502
- With balances
- 0
Plan year beginning 08/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Parametric Portfolio Associates Llc CRD 114310 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cement Masons Local 527 | Plan administrator | $135,322 |
| Anders Minkler Huber Helm Llp | Accounting | $121,277 |
| Marquette Associates | Investment advisory (plan) | $111,240 |
| Commerce Bank | Custodial (other), Shareholder servicing fees | $69,405 |
| Milliman Usa | Actuarial | $63,560 |
| Ullico Investment Advisors Inc. | Investment management | $60,637 |
| Segal Select Insurance | Legal | $47,338 |
| Segal Bryant Hamill | Investment management | $45,329 |
| Hammond & Shinners | Legal | $23,331 |
| Maddock Henson, P.C. | Accounting | $11,825 |
| The Berwyn Group, Inc | Other services | $9,600 |
| Parametric Portfolio Associates, Ll | Investment management | $8,636 |
| National Coordinating Committee | Consulting (general) | $6,000 |