Plumbers & Pipefitters Local 123 Pension Fund
Sponsored by Trustees Of The Plumbers And Pipefitters Local 123 Pension Fund · EIN 596164124 · Plan #001
- Total assets
- $67.4M
- Net assets
- $67.3M
- Active participants
- 568
- 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Invesco Advisers, Inc. CRD 105360 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney, Llc | Recordkeeping, Custodial (securities), Investment advisory (plan) | $201,622 |
| National Employee Benefit Administr | Contract administrator | $123,024 |
| Horizon Actuarial Services Llc | Actuarial | $99,918 |
| Invesco Advisers, Inc | Investment management, Investment management fees (direct) | $51,607 |
| Venable Law Firm | Legal | $34,194 |
| Plumbers And Pipefitters Local 123 | Other services | $29,295 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $22,132 |
| Segall Bryant Hamill | Investment management, Investment management fees (direct) | $17,631 |
| Foundry Partners, Llc | Investment management, Investment management fees (direct) | $13,119 |
| Truist Bank | Trustee (institutional) | $5,525 |