Plumbers & Steamfitters Local 150 Pension Fund
Sponsored by Plumbers & Steamfitters Local 150 Pension Fund · EIN 586116699 · Plan #001
- Total assets
- $166M
- Net assets
- $166M
- Active participants
- 597
- 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 |
|---|---|---|
| D.F. Dent And Company, Inc. CRD 105179 | fuzzy_auto · 98% | 2024 |
| Thompson Siegel & Walmsley Llc CRD 105726 | fuzzy_auto · 99% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Alliancebernstein Corporation CRD 107445 | fuzzy_auto · 99% | 2024 |
| Thornburg Investment Management Inc CRD 106357 | deterministic · 100% | 2024 |
| Janus Henderson Investors Us Llc CRD 104652 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Custodial (securities), Investment management | $176,819 |
| Southern Benefit Administrators Inc | Plan administrator, Consulting (pension) | $78,900 |
| J.P. Morgan Asset Management | Custodial (securities), Investment management | $66,898 |
| Western Asset Management | Investment management | $53,153 |
| Rothschild Asset Management | Investment management | $52,169 |
| Alliance Bernstein | Investment management | $50,984 |
| Horizon Actuarial Services Llc | Actuarial | $48,455 |
| Arnall Golden Gregory Llp | Legal | $39,515 |
| Lazard Management | Investment management | $37,876 |
| Thornburg Investment Management | Investment management | $35,054 |
| Daniels, Irwin & Aylor | Accounting | $23,600 |
| D F Dent & Company | Investment management | $14,089 |
| Janus Henderson Investors | Investment management | $13,574 |
| Kayne Anderson Rudnick | Investment management | $13,107 |
| Thompson Siegel & Walmsley Llc | Investment management | $12,131 |
| Regions Bank | Custodial (other) | $9,725 |
| Segall Bryant & Hamill | Investment management | $5,995 |
| Newtower Trust | Custodial (securities), Investment management | $0 |
| Mutual And Exchange Traded Funds | Custodial (securities), Investment management | $0 |