United Asso Journeymen & Apprnc Pension Fund
Sponsored by United Assn Of Journeymen & Apprentice Local 198 Afl Cio Pension Fund · EIN 726029984 · Plan #001 · Jacksonville, FL
- Total assets
- $201M
- Net assets
- $199M
- Active participants
- 882
- With balances
- 0
Plan year beginning 09/01/2024 · Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Investment Consulting Services, Llc CRD 122064 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 100% | 2024 |
| Rhumbline Advisers Ltd Partnership CRD 107151 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| National Employee Benefits Administ | Contract administrator | $336,861 |
| Investment Consulting Services | Investment advisory (plan) | $95,000 |
| Seix Investment Advisors | Investment advisory (plan), Investment management | $94,663 |
| Horizon Actuarial Services, Llc | Actuarial | $82,985 |
| National Investment Services Of Ame | Investment management, Investment management fees (direct) | $60,629 |
| U.S. Bank National Association | Custodial (securities) | $45,130 |
| Duplantier, Hrapmann, Hogan & Maher | Accounting | $42,720 |
| Robein Urann Spencer Picard & Cange | Legal | $28,993 |
| Bridgeway Benefit Technologies | Other fees | $15,093 |
| Rhumbline Advisers | Investment management | $11,427 |