Pipe Fitters Retirement Fund, Local 597
Sponsored by Trustees Of Pipe Fitters Retirement Fund Local 597 · EIN 626105084 · Plan #001
- Total assets
- $3.0B
- Net assets
- $3.0B
- Active participants
- 6,601
- 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 |
|---|---|---|
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Strategic Capital Investment Advisors Inc CRD 107772 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| National Investment Services, Inc. | Investment management | $906,369 |
| Washington Capital | Investment management | $496,220 |
| Strategic Capital Investment Adv. | Investment advisory (plan) | $181,500 |
| Northern Trust Corporation | Investment management, Soft dollars commissions | $178,001 |
| Nichole Linhardt | Employee (plan) | $144,511 |
| Johnson & Krol, Llc | Legal | $136,379 |
| Bridgeway Benefit Technologies Llc | Consulting (general) | $134,178 |
| The Segal Company | Actuarial | $109,412 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $98,810 |
| Claudia Martinez | Employee (plan) | $87,346 |
| Joe Vellenga | Trustee (individual), Employee (plan) | $85,140 |
| Phil Hayes | Employee (plan) | $58,163 |
| Brianne Salisbury | Employee (plan) | $49,192 |
| Dana Garrett | Employee (plan) | $42,486 |
| Pension Benefit Information Llc | Other services | $25,668 |
| Bond Brothers | Other services | $19,323 |
| Medical Review Institute Of America | Other services | $17,680 |
| Watkins Ross | Actuarial | $9,069 |
| Morgan, Lewis & Brockius Lp | Legal | $8,712 |
| Comerica Bank | Custodial (securities), Other investment fees and expenses | $8,020 |
| Single Click It Inc | Other services | $6,602 |
| Isler Dare | Legal | $5,831 |
| Amalgamated Bank Of Chicago | Trustee (institutional), Float revenue | $2,533 |
| Segal Select Insurance | Insurance brokerage commissions | $0 |