AUMdb

Building Material Drivers Local 436 Pension Fund

Sponsored by Board Of Trustees Of Building Matl Drivers Local 436 Pension Fund · EIN 346665225 · Plan #001

Total assets
$111M
Net assets
$110M
Active participants
68
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
Mariner Institutional, Llc CRD 111964 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Zenith American Solutions Contract administrator $324,720
Cheiron Inc Actuarial $260,471
Mariner Institutional Llc Investment advisory (plan) $55,000
Yurchyk & Davis Cpa's, Inc. Accounting $49,090
Keybank Custodial (securities) $47,582
Faulkner, Hoffman & Phillips Legal $44,342
Pbgc Premium Other insurance fees and expenses $42,282
Local Union 436 Other fees $28,015
Iron Mountain Recordkeeping $13,087
Invesco National Trust Company Investment management fees (direct), Investment management fees (indirect) $6,723