Plumbers Local Union No. 16 Pension Plan
Sponsored by Board Of Trustees Plumbers Local Union No. 16 Pension Plan · EIN 476045942 · Plan #001
- Total assets
- $96.0M
- Net assets
- $95.9M
- Active participants
- 531
- 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 |
|---|---|---|
| Cottonwood Ventures, Llc CRD 322366 | fuzzy_auto · 93% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Oaktree Capital Management, L.P. CRD 106793 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kutak Rock | Legal | $94,473 |
| First National | Investment management | $92,039 |
| Lutz | Accounting | $70,850 |
| Cottonwood Advisors | Investment advisory (plan) | $69,913 |
| Harrison Street Real Estate Capital | Investment management | $57,996 |
| Lsv Asset Management | Investment management | $56,057 |
| Brookfield Supercore Infrastructure | Investment management | $50,099 |
| First Actuarial Consulting, Inc. | Actuarial | $45,184 |
| Oaktree Capital Management, L.P. | Investment management | $44,179 |