AUMdb

Operative Plasterers And Cement Masons Profit Sharing Annuity Plan

Sponsored by Operative Plasterers And Cement Masons Trustees · EIN 341736454 · Plan #001

Total assets
$115M
Net assets
$115M
Active participants
1,634
With balances
4,220

Plan year beginning 07/01/2024 · Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Manning & Napier Advisors, Llc CRD 105992 fuzzy_auto · 93% 2024
Intercontinental Real Estate Corporation CRD 112332 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Benesys Inc Recordkeeping, Contract administrator $47,345
Union Labor Life Insurance Co. Investment management fees (direct), Investment management $46,855
Intercontinental Real Estate Corp. Investment management fees (direct), Investment management $43,612
Allotta & Farley Co, Lpa Legal $39,560
American Core Realty Investment management, Investment management fees (direct) $35,662
Pnc Bank Na Custodial (securities), Investment management fees (direct), Investment management $33,550
Manning & Napier Investment management fees (direct), Investment management $30,705
Mariner Institutional, Llc Consulting (general) $30,000
Comerica Investment management $23,279
Afl Cio Housing Investment Trust Investment management fees (direct), Investment management $15,772
Yurchyk & Davis Cpa's Inc. Accounting $10,900
Op. Plasterers & Cement Masons Coll Recordkeeping $6,254