Plumbers & Pipefitters Local 152 Pension Tr Fund
Sponsored by Plumbers & Pipefitters Local 152 Pension Trust Fund · EIN 556029095 · Plan #001 · Ona, WV
- Total assets
- $81.9M
- Net assets
- $81.9M
- Active participants
- 227
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Standard Valuations Inc CRD 112413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Manning And Napier | Investment management fees (direct), Direct payment from the plan | $82,419 |
| Cs Mckee | Investment management fees (direct), Direct payment from the plan | $44,981 |
| American Benefit Corporation | Contract administrator, Direct payment from the plan | $40,082 |
| New Tower | Direct payment from the plan, Investment management fees (direct) | $37,460 |
| Chevy Chase Asb Capital | Investment management fees (direct), Direct payment from the plan | $35,782 |
| Standard Valuations | Investment advisory (plan), Direct payment from the plan | $24,700 |
| Chartwell Investment Partners | Investment management fees (direct), Direct payment from the plan | $23,568 |
| Gray, Griffith & Mays Ac | Accounting, Direct payment from the plan | $19,750 |
| Osborn, Carreiro & Associates, Inc. | Actuarial, Direct payment from the plan | $17,000 |
| John F. Dascoli, Pllc | Legal, Direct payment from the plan | $6,699 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 05/01/2024 | $81.9M | 227 | ack 20260213201246NAL0001940945001 |
| 05/01/2021 | $74.3M | 281 | ack 20250724210512NAL0002818243001 |
| 05/01/2020 | $76.3M | 80 | ack 20250724174349NAL0002729827001 |
| 05/01/2019 | $59.1M | 291 | ack 20250724153750NAL0005046193003 |
| 05/01/2018 | $59.1M | 290 | ack 20250724132146NAL0002514419003 |