Local 309 Wiremans Pension Trust
Sponsored by Board Of Trustees Of Local 309 Wiremans Pension Trust · EIN 436142137 · Plan #001
- Total assets
- $198M
- Net assets
- $198M
- Active participants
- 456
- 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 |
|---|---|---|
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ekon Benefits | Actuarial, Participant communication, Consulting (pension) | $136,500 |
| Merrill Lynch | Investment management | $74,236 |
| Marsh & Mclennan Agency, Llc | Insurance services | $49,476 |
| Schuchat, Cook & Werner | Legal | $45,002 |
| Asb Capital Management | Investment management | $31,312 |
| Anders Minkler Huber & Helm Lp | Accounting | $28,150 |
| Pnc Bank | Custodial (securities) | $27,131 |