Ohio Local No 1 Operative Plasterers And Cement Masons Pension Fund
Sponsored by Bd Of Trustees Ohio Local No 1 · EIN 316126988 · Plan #001
- Total assets
- $31.2M
- Net assets
- $30.8M
- Active participants
- 338
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Manning & Napier Advisors, Llc CRD 105992 | fuzzy_auto · 99% | 2024 |
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 98% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys, Inc | Plan administrator, Direct payment from the plan | $61,911 |
| Cuni, Rust & Strenk, Inc | Actuarial, Direct payment from the plan | $36,012 |
| American Realty Advisors | Investment management, Investment management fees (indirect), Real estate brokerage | $34,149 |
| Allotta Farley Co Lpa | Legal, Direct payment from the plan | $28,713 |
| Mariner Wealth Advisors, Llc | Investment advisory (plan), Investment management fees (direct) | $26,260 |
| Pnc Financial Services Group, Inc. | Custodial (securities), Investment management, Investment management fees (direct) | $10,946 |
| Dg Perry, Pllc | Accounting, Direct payment from the plan | $10,000 |
| Manning & Napier Advisors, Llc | Investment management, Investment management fees (direct), Investment advisory (plan) | $7,889 |
| Ullico Investment Services | Custodial (securities), Investment management, Investment management fees (indirect) | $7,599 |
| Pnc Bank National Association | Direct payment from the plan, Account maintenance fees | $6,783 |
| Ullico Casualty Group, Llc | Insurance agents and brokers, Direct payment from the plan | $6,216 |