Plumbers & Steamfitters Local 267 Pension Fund
Sponsored by Plumbers 267 Pension Fund Local 267 Pension Fund · EIN 150347955 · Plan #001
- Total assets
- $180M
- Net assets
- $179M
- Active participants
- 617
- 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 |
|---|---|---|
| Manning & Napier Advisors, Llc CRD 105992 | fuzzy_auto · 93% | 2024 |
| Siguler Guff Advisers Llc CRD 106788 | fuzzy_auto · 93% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Gcm Grosvenor L.P. CRD 108654 | fuzzy_auto · 97% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Manning & Napier | Investment management, Securities brokerage commissions | $824,969 |
| Marco Consulting | Investment management | $87,500 |
| Us Reif | Investment management | $82,487 |
| Siguler Guff | Investment management | $54,017 |
| Ullico Investment Advisors | Investment management | $52,535 |
| Milliman Inc. | Actuarial | $49,794 |
| Gcm Grosvenor | Investment management | $38,728 |
| Joseph W. Mccarthy & Associates | Accounting | $38,667 |
| M&T | Float revenue | $37,006 |
| Asb Capital Management Llc | Investment management | $28,657 |
| Chevy Chase Trust Company | Custodial (securities) | $28,656 |
| Mesirow Financial | Investment management | $25,000 |
| Blitman & King | Insurance agents and brokers | $24,689 |
| Darcangelo & Co., Llp | Accounting | $20,200 |
| Landmark Equity Advisors Llc | Investment management | $10,786 |