Plumbers And Steamfitters Local 396 Pension Fund
Sponsored by Plumbers And Steamfitters Local 396 · EIN 346727007 · Plan #001
- Total assets
- $93.3M
- Net assets
- $93.2M
- Active participants
- 386
- 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 |
|---|---|---|
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Merganser Capital Management, Llc CRD 169258 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys | Contract administrator, Recordkeeping | $81,041 |
| Cuni, Rust, & Strenk | Actuarial | $61,500 |
| Johnson & Krol, Llc | Legal | $40,448 |
| Segal Advisors, Inc | Investment advisory (plan) | $38,000 |
| Plumbers Local 396 Combined Funds | Recordkeeping | $31,625 |
| Western Asset Management Company | Investment management, Investment management fees (direct) | $25,558 |
| Comerica | Custodial (securities), Trustee (institutional), Investment management | $23,729 |
| Yurchyk & Davis Cpa's, Inc | Accounting | $11,900 |
| Merganser Capital Management | Investment management fees (direct), Investment management | $7,808 |