Plumbers & Pipefitters Local Unions 502 & 633 Pens
Sponsored by Joint Board Of Trustees Plumbers & Pipefitters Local Unions · EIN 616078145 · Plan #001
- Total assets
- $623M
- Net assets
- $610M
- Active participants
- 2,219
- With balances
- 0
Plan year beginning 08/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Strategic Capital Investment Advisors Inc CRD 107772 | fuzzy_auto · 97% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys Inc | Contract administrator, Other services, Direct payment from the plan | $249,361 |
| National Investment Services | Investment management, Investment management fees (direct) | $229,381 |
| Clarion Lion Industrial Trust | Investment management, Investment management fees (direct) | $155,206 |
| Strategic Capital Investment Adv. | Investment advisory (plan), Direct payment from the plan | $119,014 |
| Washington Capital Management | Investment management, Investment management fees (direct) | $110,952 |
| The Segal Company | Actuarial, Consulting (general), Direct payment from the plan | $108,273 |
| Pnc Bank, National Association | Trustee (institutional), Investment management, Investment management fees (direct) | $100,890 |
| Clarion Lion Properties Fund | Investment management, Investment management fees (direct) | $77,850 |
| Legacy Professionals Llp | Accounting, Recordkeeping, Direct payment from the plan | $59,558 |
| Johnson And Krol | Legal, Direct payment from the plan | $59,260 |
| Principal Global Investors | Investment management, Investment management fees (direct) | $57,762 |
| American Graphic Printing Co. | Copying and duplicating, Direct payment from the plan | $7,223 |