Rockford Pipe Trades Industry Pension Fund
Sponsored by Board Of Trustees Of The Rockford Pipe Trades Industry Pension Fund · EIN 376123990 · Plan #001
- Total assets
- $229M
- Net assets
- $229M
- Active participants
- 485
- With balances
- 0
Plan year beginning 04/01/2024
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 · 95% | 2024 |
| Strategic Capital Fund Advisors, Llc CRD 316910 | fuzzy_auto · 95% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| National Investment Svcs Of America | Investment management, Investment management fees (direct) | $213,212 |
| Strategic Capital Inv. Advisors | Investment advisory (plan) | $54,250 |
| Benefits Management Group, Inc. | Contract administrator, Plan administrator | $48,267 |
| Washington Capital Management | Investment management, Investment management fees (direct) | $47,820 |
| Stockbridge Niche Logistics Fd Lp | Investment management, Investment management fees (direct) | $40,954 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $40,371 |
| O'sullivan Associates | Actuarial | $39,550 |
| Smart Markets Fund, Lp | Investment management, Investment management fees (direct) | $38,979 |
| Johnson & Krol Llc | Legal | $25,727 |
| Amalgamated Bank Of Chicago | Trustee (institutional), Float revenue | $20,445 |
| Ares Real Estate Mgmt Llc | Trustee (institutional), Investment management | $15,347 |
| Benefit Trust Company | Investment management fees (direct) | $5,325 |
| U.S. Bank National Association | Custodial (securities), Investment management fees (indirect), Float revenue | $965 |