Board Of Trustees Op Plasterers & Cement Masons L262 Pension
Sponsored by Board Of Trustees Op Plasterers & Cement Masons L262 Pension · EIN 136369468 · Plan #001
- Total assets
- $43.5M
- Net assets
- $40.6M
- Active participants
- 260
- 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 |
|---|---|---|
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Boyd Watterson Asset Management Llc | $66,176 | |
| Ullico Investment Advisors Inc | Investment management | $62,518 |
| First Actuarial Consulting, Inc. | Direct payment from the plan, Actuarial | $36,650 |
| Barnes, Iccarino, And Shepherd, Llp | Direct payment from the plan, Legal | $27,000 |
| Fitzsimmons Abrams Llp | Accounting | $25,000 |
| Reynolds Consulting Services, Llc | Direct payment from the plan, Investment advisory (plan) | $15,207 |
| Proskauer Rose Llp | Direct payment from the plan, Legal | $13,936 |
| Crescent Capital High Income Fund B | Investment management fees (indirect), Investment management | $11,631 |