Plumbers' & Pipefitters' Local Union 562 Pension Fund
Sponsored by Trustees, Plumbers' & Pipefitters' Local Pension Fund · EIN 430759836 · Plan #001
- Total assets
- $818M
- Net assets
- $818M
- Active participants
- 2,808
- 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 |
|---|---|---|
| Kennedy Capital Management Llc CRD 105834 | deterministic · 100% | 2024 |
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kennedy Capital Management Inc | Investment management, Investment management fees (direct) | $378,277 |
| P&P Welfare Educational Fund | Recordkeeping, Other fees | $320,124 |
| Anders Minkler Huber & Helm Llp | Accounting, Consulting (general), Direct payment from the plan | $105,505 |
| Marquette Associates | Investment advisory (plan), Direct payment from the plan | $105,000 |
| Commerce Bank | Custodial (securities), Investment management, Investment management fees (direct) | $95,305 |
| Proloan Bond Fund Llc | Investment management, Investment management fees (direct) | $72,389 |
| Hartnett Reyes Jones, Llc | Legal, Direct payment from the plan | $64,647 |
| Milliman Usa | Actuarial, Direct payment from the plan | $60,110 |
| Northern Trust Corp | Investment management, Investment management fees (direct) | $23,819 |
| Greensfelder, Hemker And Gale | Legal, Direct payment from the plan | $18,096 |
| Hits Scanning Solutions | Employee (plan), Direct payment from the plan | $8,432 |
| Afl Cio Housing Investment Trust | Other services, Other fees | $7,406 |
| Newtower Trust Company | Trustee (institutional), Investment management, Investment management fees (indirect) | $0 |
| Charles L. Crane Agency | Insurance services, Insurance brokerage commissions | $0 |