AUMdb

Omaha Construction Industry Pension Plan

Sponsored by Omaha Const. Ind. Pension Plan Joint Board Of Trustees · EIN 470468085 · Plan #001

Total assets
$356M
Net assets
$356M
Active participants
1,458
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
Segal Advisors, Inc. CRD 114687 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Segal Marco Advisors Investment advisory (plan) $275,000
Compusys Of Utah, Inc. Contract administrator $154,596
Deboer & Associates, Pc Accounting $121,465
Benesys Contract administrator $90,382
United Actuarial Services, Inc. Actuarial $89,075
Blake & Uhlig, P.A. Legal $85,337
Iron Mountain Recordkeeping fees $28,337
Comerica Custodial (securities), Other services, Shareholder servicing fees $28,062
Mcgrath North Mullin & Kratz Pc Legal $17,841