Pension Plan Of The Plumbers And Steamfitters Local Union No. 33 Retirement Trust
Sponsored by Plumbers And Steamfitters Local Union No. 33 Retirement Trust · EIN 426086687 · Plan #001
- Total assets
- $331M
- Net assets
- $330M
- Active participants
- 1,304
- 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 |
|---|---|---|
| Asset Consulting Group, Llc CRD 107574 | deterministic · 100% | 2024 |
| Global Trust Asset Management, Llc CRD 143120 | deterministic · 100% | 2024 |
| Baring International Investment Ltd CRD 105724 | fuzzy_auto · 95% | 2024 |
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
| Northern Trust Global Investments Ltd CRD 111900 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jp Morgan Chase Bank | Investment management | $293,709 |
| Fox Rothschild | Legal | $242,951 |
| Barings International Inv Ltd | Investment management | $127,495 |
| Emerging Markets Equity Fund | Investment management | $120,647 |
| Jama Barbour | Plan administrator | $115,294 |
| Asset Consulting Group | Investment advisory (plan) | $96,000 |
| The Segal Company | Actuarial | $89,261 |
| Bridgeway Benefit Technologies | Recordkeeping | $85,061 |
| Jordyn Cox | Employee (plan) | $62,072 |
| Global Trust Company | Investment management | $62,066 |
| Income Research & Management | Investment management | $58,841 |
| Pioneer Multi Sector Fixed Income | Investment management | $54,259 |
| Iowa State Bank | Custodial (securities) | $43,700 |
| Deboer & Associates, Pc | Accounting | $37,138 |
| Jamie Kooyman | Employee (plan) | $31,980 |
| Northern Trust Investments | Investment management | $5,162 |