Jacksonville Plumbers And Pipefitters Pension Plan
Sponsored by Trustees Of Jacksonville Plumbers And Pipefitters Pension Plan · EIN 596168181 · Plan #001
- Total assets
- $321M
- Net assets
- $321M
- Active participants
- 646
- With balances
- 0
Plan year beginning 09/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Victory Capital Management Inc. CRD 106189 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lsv Asset Management | Investment management, Investment management fees (direct) | $203,523 |
| Loomis Sayles | Investment management, Investment management fees (direct) | $180,578 |
| Southern Benefit Administrators | Contract administrator, Direct payment from the plan | $168,807 |
| Segal Marco Advisors | Investment advisory (plan), Investment management fees (direct), Consulting fees | $118,750 |
| Victory Capital Management | Investment management, Soft dollars commissions | $109,944 |
| Boston Trust And Investment Mgmt | Investment management, Investment management fees (direct) | $94,824 |
| Horizon Actuarial Services, Llc | Actuarial, Direct payment from the plan | $80,219 |
| Truist Bank | Custodial (securities), Direct payment from the plan | $67,597 |
| Ullico | Insurance services, Insurance brokerage commissions | $61,762 |
| Venable Law Firm, P.A | Legal, Direct payment from the plan | $24,608 |