Plumbers & Pipefitters Local No. 25 Pension Fund
Sponsored by Plumbers & Pipefitters L25 · EIN 366129958 · Plan #001
- Total assets
- $470M
- Net assets
- $470M
- Active participants
- 928
- 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 |
|---|---|---|
| Dana Investment Advisors Inc CRD 105879 | deterministic · 100% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Sands Capital Management, Llc CRD 137610 | deterministic · 100% | 2024 |
| Investment Consulting Group Inc CRD 106967 | deterministic · 100% | 2024 |
| Barrow, Hanley, Mewhinney & Strauss, Llc CRD 105519 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| William Blair Management Llc | Investment management | $248,574 |
| Dana Investment Advisors, Inc. | Investment management, Investment management fees (direct), Soft dollars commissions | $246,017 |
| P&P Local 25 Fringe Benefit, Llc | Contract administrator | $236,218 |
| Lsv Asset Management | Investment management | $207,142 |
| Quad City Bank & Trust | Custodial (securities) | $132,577 |
| Sands Capital Management | Investment management | $108,607 |
| Bartlett & Co | Investment management | $82,840 |
| Investment Consulting Group | Investment advisory (plan) | $66,000 |
| Athena Actuarial Consulting Llc | Actuarial | $54,700 |
| Baum Sigman & Auerbach | Legal | $26,582 |
| Barrow Hanley Mewhinney & Straus | Investment management | $24,808 |
| Calibre Cpa Group | Accounting | $19,486 |
| Proxy Vote Plus Llc | Other investment fees and expenses | $6,000 |