United Assn Of Plumbers And Steamfitters 521 Pension Fund
Sponsored by United Assn Of Plumbers And Steamfitters 521 Pension Fd · EIN 556039031 · Plan #001 · Ona, WV
- Total assets
- $36.7M
- Net assets
- $36.6M
- Active participants
- 143
- 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 |
|---|---|---|
| Zacks Investment Management, Inc. CRD 110897 | fuzzy_auto · 97% | 2024 |
| Standard Valuations Inc CRD 112413 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Benefit Corporation | Contract administrator, Actuarial | $37,800 |
| Zack's Investment Management | Investment management | $28,601 |
| Standard Valuations | Investment advisory (plan) | $26,500 |
| Segall, Bryant & Hamill | Investment management | $23,344 |
| Harris, Hardin & Company, A.C. | Accounting | $21,155 |
| Chevy Chase Investment | Investment management | $14,717 |
| New Tower Trust Company | Investment management | $14,630 |
| Osborn, Carreiro & Associates, Inc. | Actuarial | $14,000 |
| Peoples Bank | Custodial (securities) | $7,250 |