AUMdb

Drywall Pension Fund

Sponsored by Board Of Trustees Drywall Pension Fund · EIN 133875056 · Plan #001

Total assets
$176M
Net assets
$175M
Active participants
941
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
Crescent Capital Group Lp CRD 153966 deterministic · 100% 2024
American Realty Advisors, Llc CRD 107965 deterministic · 100% 2024
Ullico Investment Advisors, Inc. CRD 106628 deterministic · 100% 2024
Reynolds Consulting Services Llc CRD 135768 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Crescent Capital Group Investment management, Direct payment from the plan $450,024
American Realty Advisors Investment management, Investment management fees (direct) $132,809
Drywall Tapers Insurance Fund Participant communication, Other services $126,796
The Segal Company Consulting (pension), Actuarial, Direct payment from the plan $104,800
Ullico Investment Advisors, Inc. Investment management, Investment management fees (direct) $85,972
Amaglamated Bank Of Ny Investment management fees (direct), Investment management, Custodial (securities) $49,117
Marshall & Moss,Payroll Compliance Accounting, Direct payment from the plan $44,083
Reynolds Consulting Services, Llc Investment advisory (plan), Direct payment from the plan $35,500
Novak Francella Llc Accounting, Direct payment from the plan $32,500
Marshall & Moss, Llp Accounting, Direct payment from the plan $18,919
Barnes Iaccarino & Shepherd Llp Legal, Direct payment from the plan $18,210
Constitution Capital Equity Partner $0