Journeymen & Apprentices Of Local 188 Pension Fund
Sponsored by Trustees Of Journeymen & Apprentices Of Local 188 Pension Fund · EIN 586088292 · Plan #001
- Total assets
- $94.6M
- Net assets
- $94.4M
- Active participants
- 347
- 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 |
|---|---|---|
| Great Lakes Advisors, Llc CRD 110757 | deterministic · 100% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Horizon Actuarial Services Llc | Actuarial | $75,029 |
| Investment Performance Services Llc | Investment advisory (plan), Other services | $69,265 |
| Plumbers & Pipefitters U.A. L. 188 | Other services | $54,335 |
| My Benefits Administrator, Llc | Contract administrator, Copying and duplicating, Participant communication | $45,376 |
| Nat'l Employee Benefits Administrat | Contract administrator, Copying and duplicating, Participant communication | $39,497 |
| Jpmorgan Chase Bank, Na | Trustee (discretionary), Investment advisory (plan), Investment management | $31,569 |
| Wellington Trust Company, Na | Investment management, Investment management fees (direct), Soft dollars commissions | $28,808 |
| Great Lakes Advisors, Llc | Investment management, Investment management fees (direct) | $26,606 |
| Robein Urann Spencer Picard & Cange | Legal | $26,528 |
| Chartwell Investment Partners | Investment management, Investment management fees (direct) | $25,976 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $22,691 |
| Christopher Johnson | Trustee (individual) | $7,702 |
| Top Drawer Media | Other services | $6,700 |
| Barry Zeigler | Trustee (individual) | $6,306 |
| Perry Banks | Trustee (individual) | $5,660 |