New Mexico Pipe Trades Pension Trust Fund Plan B
Sponsored by New Mexico Pipe Trades · EIN 516029978 · Plan #002 · Albuquerque, NM
- Total assets
- $88.8M
- Net assets
- $88.7M
- Active participants
- 2,260
- With balances
- 2,260
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services | Investment management | $266,475 |
| Zenith American Solutions | Contract administrator | $168,031 |
| Wellesley Mgt | Investment management fees (direct) | $73,836 |
| Atlanta Capital Mgt | Investment management fees (direct) | $56,940 |
| Chubb Insurance | Insurance agents and brokers | $24,043 |
| The Segal Company | Actuarial | $16,458 |
| Kelley Law Group | Legal | $15,098 |
| Baldwin Moffitt Behm Llp | Accounting | $12,800 |