Mechanical Contractors Ua Local 119 Pension Plan
Sponsored by Mechanical Contractors Ua Local 119 Pension Plan · EIN 636055121 · Plan #001
- Total assets
- $60.3M
- Net assets
- $60.3M
- Active participants
- 267
- 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 |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gulf States Cons & Adm Inc | Claims processing | $82,800 |
| Ullico Infrastructure Tax Exempt | Investment management fees (direct) | $56,842 |
| Newtower Trust Company | Investment management fees (direct) | $45,999 |
| Marquette Associates Inc | Investment advisory (plan) | $40,000 |
| United Acturial Services Inc | Actuarial | $32,000 |
| Cri Advisors, Llc | Accounting | $15,657 |
| Us Bank | Custodial (securities) | $12,313 |
| Foundry Partners | Investment management fees (direct) | $11,780 |
| Parametric Defensive Equity Fund Ll | Investment management fees (direct) | $7,806 |