Plumbers & Steamfitters Local 43 Pension Fund
Sponsored by Plumbers & Steamfitters Local 43 Pension Fund · EIN 626101288 · Plan #001
- Total assets
- $153M
- Net assets
- $150M
- Active participants
- 697
- 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 |
|---|---|---|
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| D.F. Dent And Company, Inc. CRD 105179 | fuzzy_auto · 98% | 2024 |
| Agincourt Capital Management, Llc CRD 112096 | deterministic · 100% | 2024 |
| Polen Capital Management, Llc CRD 106093 | deterministic · 100% | 2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 99% | 2024 |
| Legal & General Investment Management America Inc. CRD 149156 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley The Dobbs Group | Custodial (securities), Investment advisory (plan) | $172,780 |
| Southern Benefit Administrators | Plan administrator | $92,104 |
| Agincourt Capital Management | Investment management | $65,706 |
| Bha Consulting, Llc | Actuarial, Consulting (pension) | $63,122 |
| Chartwell Investment Partners | Investment management | $43,557 |
| Chevy Chase Trust | Investment management, Custodial (securities) | $28,795 |
| Bank Of New York Mellon | Investment management | $26,981 |
| Foundry Partners | Investment management | $26,927 |
| Stranch, Jennings & Garvey | Legal | $22,264 |
| Daniels, Irwin & Aylor | Accounting | $21,525 |
| Legal & General Investment Manageme | Investment management, Custodial (securities) | $17,893 |
| Segall, Bryant & Hamill | Investment management | $16,368 |
| Boston Partners | Investment management | $14,951 |
| D.F. Dent & Company | Investment management | $12,333 |
| Wells Fargo Bank | Custodial (other) | $7,446 |
| Polen Capital Management | Investment management | $1,449 |
| Newtower Trust Company | Custodial (securities), Investment management | $0 |
| Money Market, Mutual And Etf Funds | Custodial (securities), Investment management | $0 |
| Prudential Life Insurance Company | Custodial (securities), Investment management | $0 |