Plumbers & Steamfitters Pension Fund Local Union 373
Sponsored by Board Of Trustees Local Union 373 U.A. Pension Fund · EIN 131758289 · Plan #001
- Total assets
- $79.9M
- Net assets
- $74.1M
- Active participants
- 228
- 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 |
|---|---|---|
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
| Lord, Abbett & Co. Llc CRD 110391 | fuzzy_auto · 97% | 2024 |
| Global Trust Asset Management, Llc CRD 143120 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Boston Partners | Investment management, Investment management fees (direct) | $121,917 |
| Lord Abbett & Co | Investment management, Investment management fees (direct) | $77,183 |
| Willmington Trust | Custodial (securities), Investment management fees (direct) | $74,017 |
| Bolton Partners Northeast Inc. | Actuarial, Investment management fees (direct) | $43,500 |
| Global Trust Company | Investment management, Investment management fees (direct) | $39,738 |
| Mspc Certified Public Accountants & | Accounting, Direct payment from the plan | $31,100 |
| Merrill Lynch | Investment management, Investment management fees (direct) | $24,500 |
| Barnes, Iaccarino & Shepherd Llp | Legal, Direct payment from the plan | $17,110 |
| Summit Actuarial Service Llc | Consulting (general), Direct payment from the plan | $15,750 |