Derrickmens Pension Fund, Local 197
Sponsored by Bd Of Tr Derrickmens Pension Fund, Local 197 · EIN 136121370 · Plan #001
- Total assets
- $53.7M
- Net assets
- $53.4M
- Active participants
- 136
- 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 |
|---|---|---|
| Congress Asset Management Company, Llp CRD 105161 | fuzzy_auto · 97% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Stacey Braun Associates Inc CRD 105056 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Daniel H. Cook Associates, Inc | Contract administrator, Direct payment from the plan | $81,831 |
| Congress Asset Management | Investment management, Investment management fees (direct) | $62,832 |
| Wells Fargo Advisors, Llc | Custodial (securities), Investment advisory (plan), Investment management fees (direct) | $55,000 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $49,498 |
| The Segal Company | Actuarial, Direct payment from the plan | $47,490 |
| Colleran, O'hara & Mills, Llp | Legal, Direct payment from the plan | $28,678 |
| Law Office Of Steven N. Davi, Pllc | Legal, Direct payment from the plan | $19,000 |
| Stacey Braun Associates, Inc | Investment management, Investment management fees (direct) | $13,190 |
| An American Company | Other services, Other fees | $7,138 |