Plasterers' Local 8 Pension Fund
Sponsored by Trustees Of Plasterers' Local 8 Pension Fund · EIN 232652951 · Plan #002
- Total assets
- $29.8M
- Net assets
- $29.7M
- Active participants
- 87
- 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 |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | fuzzy_auto · 96% | 2024 |
| Principly, Inc. CRD 281813 | fuzzy_auto · 96% | 2024 |
| Corbin Capital Partners, L.P. CRD 130819 | fuzzy_auto · 97% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | deterministic · 100% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Investment Performance Services Llc | Investment management, Investment management fees (direct) | $67,667 |
| Boyd Watterson Asset Mgmt Llc | Investment management, Investment management fees (direct) | $66,438 |
| Rae Group Llc | Actuarial, Direct payment from the plan | $49,500 |
| Novak Francella, Llc | $34,979 | |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $29,677 |
| Principal | Custodial (securities), Investment management, Investment management fees (direct) | $24,869 |
| Corbin Capital Partners Lp | Investment management, Investment management fees (direct) | $21,395 |
| Susanin Widman & Brennan, Pc | Legal, Direct payment from the plan | $18,620 |
| Segall Bryant & Hamill Llc | Investment management, Investment management fees (direct), Other investment fees and expenses | $18,182 |
| Hardman Johnston Global Advisors | Investment management fees (direct), Investment management | $13,231 |
| Chartwell Investment Partners Llc | Investment management, Investment management fees (direct) | $11,186 |
| Mwm Law, Llc | Legal, Direct payment from the plan | $5,730 |
| Joe Moskauski | Employee (plan), Recordkeeping fees | $0 |
| Joann Procopio | Employee (plan), Recordkeeping fees | $0 |