AUMdb

Boston Plasterers & Cement Masons Local 534 Deferred Income Plan

Sponsored by Board Of Trustees Bpcm Local 534 Deferred Income Fund · EIN 046544055 · Plan #001

Total assets
$45.7M
Net assets
$45.4M
Active participants
267
With balances
446

Plan year beginning 04/01/2024 · Money purchase

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Boston Trust Walden Inc. CRD 111266 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Gail Mills Employee (plan sponsor) $42,164
Boston Trust Walden Company Custodial (securities), Trustee (institutional), Trustee (discretionary) $37,416
New England Pension Consultants Investment advisory (plan) $25,305
Aimee Lincoln Employee (plan sponsor) $24,822
Bridgeway Benefit Technologies Other services $22,168
Campbell Devasto & Associates Cpa's Accounting $19,668
Lauren Blundell Employee (plan sponsor) $19,583
Victoria Mcgurn Employee (plan sponsor) $10,460
Anchor Capital Advisors Investment management fees (direct) $10,083
Krakow & Souris Llc Legal $9,075