AUMdb

Paintmakers Money Accumulation Pension Plan B

Sponsored by Board Of Trustees, Paintmakers Money Accumulation · EIN 936074503 · Plan #002

Total assets
$39.7M
Net assets
$39.7M
Active participants
311
With balances
1,748

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
Highland Capital Advisors, Llc CRD 139780 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Zenith American Solutions Inc Contract administrator, Direct payment from the plan $39,967
Loomis Sayles Trust Company Investment management fees (direct), Soft dollars commissions $28,328
Sentinel Real Estate Corporation Investment management fees (direct) $26,342
Washington Capital Management, Inc. Investment management fees (direct) $26,106
Platform Cpa's Llp Accounting, Direct payment from the plan $14,940
Highland Capital Advisors, Llc Investment advisory (plan), Direct payment from the plan $14,228