Plumbers & Steamfitters Local # 137 Pension Fund
Sponsored by Plumbers & Steamfitters Local 137 Pension Fund Board Of Trustees · EIN 366136791 · Plan #001
- Total assets
- $150M
- Net assets
- $150M
- Active participants
- 488
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northern Trust | Investment management, Direct payment from the plan | $100,715 |
| Marquette Associates | Investment advisory (plan), Direct payment from the plan | $92,625 |
| Umr | Contract administrator, Recordkeeping, Direct payment from the plan | $73,508 |
| Cavanagh & O'hara | Legal, Direct payment from the plan | $54,214 |
| United Actuarial Services, Inc | Actuarial, Direct payment from the plan | $41,500 |
| Kerber, Eck & Braeckel, Llp | Accounting, Direct payment from the plan | $39,519 |
| Illinois National Bank | Custodial (securities), Direct payment from the plan | $35,056 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $29,564 |
| Asb Capital Management, Llc | Custodial (securities), Investment management fees (direct) | $24,337 |
| Plumbers & Steamfitter Local 137 | Plan administrator, Direct payment from the plan | $8,232 |