AUMdb

Bricklayers Allied Craftsmen Pension Plan Local No 3

Sponsored by Board Of Trustees Bricklayers Allied Craftsmen Pension Plan · EIN 346682532 · Plan #001

Total assets
$51.9M
Net assets
$51.8M
Active participants
194
With balances
0

Plan year beginning 05/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Brown Advisory Llc CRD 110181 deterministic · 100% 2024
Investment Performance Services Llc CRD 105527 deterministic · 100% 2024
Chartwell Investment Partners, Llc CRD 170335 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Noa Accounting, Contract administrator $80,737
Investment Performance Services Investment advisory (plan) $52,584
Chartwell Investment Partners Investment management $45,803
United Actuarial Services Actuarial $31,750
Shumaker, Loop & Kendrick Legal $22,611
Brown Advisory Investment management $20,446
Clark, Schaefer, Hackett & Co. Custodial (securities) $13,500
Huntington Insurance Investment management $12,231
Us Bank Investment management $9,561