Plumbers & Pipefitters Local Union No. 74 Pension Fund
Sponsored by Bd Of Ttee Of Plum & Pipe Lu No 74 Pipefitters Lu No. 74 Pension Fund · EIN 516015925 · Plan #001
- Total assets
- $184M
- Net assets
- $184M
- Active participants
- 481
- 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 |
|---|---|---|
| Sage Advisory Services Ltd Co CRD 106236 | deterministic · 100% | 2024 |
| Northern Trust Securities, Inc. CRD 7927 | fuzzy_auto · 93% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| J P Morgan Chase | Investment management | $249,721 |
| Zenith American Solutions | Contract administrator | $90,451 |
| Ullico Separate Account J Pnc | Investment management | $88,089 |
| Foundry Partners Llc | Investment management | $86,611 |
| Young Conaway Stargatt Taylor | Legal | $77,589 |
| Eagle Pnc | Investment management | $61,119 |
| Boston Mid Cap Pnc | Investment management | $60,458 |
| Sage Advisory Services Ltd | Investment management | $58,965 |
| Cbiz Inc | Actuarial | $58,855 |
| Holroyd Gelman, P.C. | Legal | $50,987 |
| Whisman Giordano & Associates Llc | Accounting | $39,053 |
| Pnc Bank | Recordkeeping | $29,049 |
| Smith Barney | Investment management | $28,125 |
| Northern Trust | Investment management | $21,996 |
| Novak Francella | Accounting | $16,310 |
| Chartwell Investment Partners | Investment management | $6,337 |