Pipe Trades Pension Of Montana
Sponsored by Pipe Trades Pension Of Montana · EIN 911530117 · Plan #001
- Total assets
- $90.0M
- Net assets
- $89.9M
- Active participants
- 1,382
- With balances
- 1,127
Plan year beginning 08/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Highland Capital Advisors, Llc CRD 139780 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aw Rehn & Associates | Accounting, Contract administrator, Copying and duplicating | $101,018 |
| John Hancock | Plan administrator, Recordkeeping, Custodial (securities) | $84,341 |
| Turner, Stoeve & Gagliardi, Ps | Legal, Direct payment from the plan | $41,727 |
| Highland Capital Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $33,375 |
| Cliftonlarsonallen, Llp | Accounting, Direct payment from the plan | $22,426 |
| Us Bank | Custodial (securities), Direct payment from the plan | $7,916 |