United Steelworkers Of America, Afl Cio Clc Highway Contractors Multi Employer Pension Plan
Sponsored by Board Of Trustees Of United Steelworkers Pension Trust Fund · EIN 610915309 · Plan #001
- Total assets
- $98.0M
- Net assets
- $98.0M
- Active participants
- 308
- With balances
- 0
Plan year beginning 09/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Nichols, James William CRD 121108 | fuzzy_auto · 96% | 2024 |
| Strategic Capital, Inc. CRD 291025 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Capital Partners Llc | Investment advisory (plan) | $136,285 |
| Nis Investment Management | Investment management | $102,952 |
| Umr | Contract administrator | $69,875 |
| Community Trust Bank | Custodial (securities), Custodial (other) | $21,930 |
| Herzfeld Suetholz Gastel Leniski | Legal | $16,417 |
| Frank N Hestand Cpa Psc | Accounting | $13,000 |
| Osborn Carreiro & Associates | Actuarial | $6,700 |
| Consulting & Risk Management Inc. | Consulting (pension) | $6,000 |