Plumbers And Steamfitters Local 400 And Mechanical Contractors Association Of North Central Wisconsin Profit Sharing/401(k) Plan
Sponsored by Board Of Trustees · EIN 391511099 · Plan #001
- Total assets
- $477M
- Net assets
- $477M
- Active participants
- 2,130
- With balances
- 2,411
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Parametric Portfolio Associates Llc CRD 114310 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jp Morgan Investment Mgmt, Inc. | Investment advisory (plan), Investment management, Investment management fees (direct) | $253,378 |
| Milliman, Inc. | Recordkeeping, Direct payment from the plan | $185,759 |
| Ifm Investors | Investment advisory (plan), Investment management, Investment management fees (direct) | $138,032 |
| Parametric Portfolio Associates Llc | Investment advisory (plan), Investment management, Investment management fees (direct) | $130,754 |
| Morgan Stanley | Investment advisory (plan), Investment management, Investment management fees (direct) | $125,486 |
| Reinhart Boerner Van Deuren S.C. | Legal, Direct payment from the plan, Investment advisory (plan) | $81,943 |
| Marquette Associates | Consulting (pension), Direct payment from the plan | $65,000 |
| Benefit Plan Administration | Plan administrator, Recordkeeping, Direct payment from the plan | $64,498 |
| Sikich Cpa Llc | Accounting, Direct payment from the plan | $38,540 |
| Matrix Trust Company | Investment advisory (plan), Investment management, Investment management fees (direct) | $36,870 |