AUMdb

The Cleveland Glass & Glazing Industry Defined Contribution Plan

Sponsored by Joint Board Of Trustees Of Glazier No. 181 & Employers · EIN 346529860 · Plan #001

Total assets
$64.8M
Net assets
$64.7M
Active participants
721
With balances
1,331

Plan year beginning 04/01/2024 · Money purchase

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Boyd Watterson Asset Management, Llc CRD 107808 deterministic · 100% 2024
Mariner Institutional, Llc CRD 111964 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Boyd Watterson Asset Management Investment management $77,489
Painting Industry Insurance Funds Plan administrator $48,000
Wickens, Herzer, Panza, Cooke Legal $21,669
Mariner Institutional Llc Accounting $20,000
Mariner Institutional Llc Investment management $20,000
Keybank National Association Investment management, Custodial (securities), Soft dollars commissions $13,845