AUMdb

Plumbers Local 27 Pension Fund

Sponsored by Plumbers Local 27 Pension Fund · EIN 256034928 · Plan #001

Total assets
$154M
Net assets
$154M
Active participants
532
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

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

Firm Match Plan year
Segal Advisors, Inc. CRD 114687 deterministic · 100% 2024
Chevy Chase Trust Company CRD 110742 fuzzy_auto · 95% 2024
Western Asset Management Company, Llc CRD 110441 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Cds Administrators Contract administrator $111,100
Cowden Associates Actuarial $48,413
Western Asset Management Company Investment management $42,716
Segal Marco Advisors Investment advisory (plan) $40,000
Prudential Trust Co. Investment management $16,627
Chevy Chase Investment management $12,756
Cypher & Cypher Accounting $11,065
Jubelirer Pass & Intrieri P.C. Legal $8,017
Pgim $0