Investment Performance Services Llc
SEC-registered
Institutional / Pension Advisor · Small ($100M–$1B)
CRD 105527
· SEC file 801-33204
· Savannah, GA
· WWW.IPS-NET.COM
☆ Save with Pro
ADV data as of Mar 26, 2026
- Regulatory AUM
- $764M
- Discretionary
- $764M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 8
- Employees
- 34
AUM over time
$28.0M
$764M
Dec 2016
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | Fewer than 5 clients | $624M | 81.7% |
| Corporations and other businesses | Fewer than 5 clients | $14.4M | 1.89% |
| Other | Fewer than 5 clients | $125M | 16.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C. Showing first 100 of 117.
| Plan | Location | Plan year |
|---|---|---|
| Waterfront Employers Ila Pension Plan Board Of Trustees Waterfront Employers Ila Pension Plan | 2024 | |
| Electricians Pension Plan, Ibew 995 Trustees Of The Electricians Pension Plan, Ibew 995 | 2024 | |
| Central States Joint Board And Allied Organizations Staff Pension Plan Board Of Trustees C.S.J.B. And Allied Organizations Staff Pension Plan | Hillside, IL | 2024 |
| Ibew Local 325 Annuity Fund Ibew Local Union 325 | Binghamton, NY | 2024 |
| Plumbers & Pipefitters Lu 421 Pension Fund Trust Trustees Of Plumbers & Pipefitters Lu 421 Pension Fund Trust | 2024 | |
| Ibew Local 325 Pension Fund Trustees Of Ibew Local 325 Pension Fund | Binghamton, NY | 2024 |
| Roofers Local 195 Annuity Fund Roofers Local 195 Annuity Fund | 2024 | |
| Upstate New York Bakery Drivers And Industry Pension Fund Trustees Of The Upstate New York Bakery Drivers And Industry Pension F | Syracuse, NY | 2024 |
| Sheet Metal Workers Local Union No. 32 Pension Trust Fund Sheet Metal Workers Local Union No. 32 Pension Trust Fund | 2024 | |
| Laborers Local 754 Pension Plan Trustees Of Laborers Local 754 Pension Plan | 2024 | |
| Laborers Local 754 Annuity Plan Trustees Of Laborers Local 754 Annuity Plan | 2024 | |
| A.F.Of L. A.G.C. Building Trades Pension Plan A.F.Of L. A.G.C. Building Trades Pension | 2024 | |
| Local 68 Engineers Union Annuity Plan Local 68 Engineers Union Annuity Fund Board Of Trustees | 2024 | |
| Local 68 Engineers Union Pension Plan Local 68 Engineers Union Pension Fund Board Of Trustees | 2024 | |
| Operating Eng. Local 474 Defined Contribution Operating Eng. Local 474 Defined Contribution | 2024 | |
| Laborers Local 57 Industrial Pension Plan Trustees Of Laborers Local 57 Industrial Pension | 2024 | |
| Plumbers Local Union No. 690 Pension Fund Bd Tees Plumbers Lu 690 Pen Fund | 2024 | |
| Journeymen & Apprentices Of Local 188 Annuity Fund Trustees Of Journeymen & Apprentices Of Local 188 Annuity Fund | 2024 | |
| Stone And Marble Masons Of Metropolitan Washington D.C. Pension Fund Board Of Trustees, Stone & Marble Masons Pension Fund | 2024 | |
| Journeymen & Apprentices Of Local 188 Pension Fund Trustees Of Journeymen & Apprentices Of Local 188 Pension Fund | 2024 | |
| Insulators And Allied Workers National Pension Fun Board Of Trustees Of The Insulators And Allied Workers National Pensio | Pembroke Pines, FL | 2024 |
| B.A.C. Local No. 3 Pension Plan Board Of Trustees, B.A.C. Local No. 3 Pension Trust | 2024 | |
| Pipefitters And Plumbers Local No. 524 Pension And Annuity Plan United Association Of Journeyman & Apprentice Pipefitters Local 524 | Scranton, PA | 2024 |
| International Association Of Firefighters Staff Representatives Pension Plan International Association Of Firefighters | 2024 | |
| B.A.C. Local No. 3 Defined Contribution Pension Plan Board Of Trustees, B.A.C. Local 3 Pension Trust Fund | 2024 | |
| Southern California Ibew Neca Pension Plan Board Of Trustees, Southern California Ibew Neca | 2024 | |
| International Association Of Firefighters Employees Pension Plan International Association Of Firefighters | 2024 | |
| Stone And Marble Masons Of Metropolitan Washington D.C. Annuity Fund Board Of Trustees, Stone & Marble Masons Of Metro Wash D.C. Annuity Fu | 2024 | |
| Plasterers' Local 8 Pension Fund Trustees Of Plasterers' Local 8 Pension Fund | 2024 | |
| Bricklayers Allied Craftsmen Pension Plan Local No 3 Board Of Trustees Bricklayers Allied Craftsmen Pension Plan | 2024 | |
| Sheet Metal Workers Pension Fund Of Local Union No. 19 Sheet Metal Workers Pension Fund Of Local Union | 2024 | |
| Plasterers' Local No. 8 Annuity Fund Trustees Of Plasterers' Local No. 8 Annuity Fund | 2024 | |
| Sheet Metal Workers Annuity Fund Local Union No. 19 Bd Of Trustees Of The Smw Annuity Fund | 2024 | |
| Laborers' District Council Construction Industry Pension Fund Laborers' District Council Construction Industry Pension Fund | Philadelphia, PA | 2024 |
| Southern California Bricklayers Pension Fund Board Of Trustees, Southern California Bricklayers | 2024 | |
| Cement Masons Union Local 592 Pension Plan Trustees Of The Cement Masons Union Local 592 Pension Plan | 2024 | |
| Brick Masons' Pension Trust Fund Board Of Trustees, Brick Masons' Pension Trust | 2024 | |
| Shreveport Electrical Industry Profit Sharing Plan Shreveport Electrical Industry Profit Sharing Plan | 2024 | |
| Bricklayers & Allied Craftsmen Local 1 Of Md, Va & Dc Baltimore Chapter Pension Fund Bricklayers & Allied Craftsmen Local 1 Of Md, Va & Dc Balt Chapter Pen | 2024 | |
| Teamsters Local 641 Pension Fund Board Of Trustees Teamsters Local 641 Pension Fund | 2024 | |
| Ibew Local 613 Defined Contribution Pension Plan Trustees Of Ibew Local 613 Defined Contribution Pension Plan | 2024 | |
| Carpenters Local Union No. 345 Pension Fund Trustees Carpenters Local Union No. 345 Pension Fund | 2024 | |
| Insulators Local No. 96 Pension Fund Insulators Local No. 96 Pension Fund | 2024 | |
| Operating Engineers Local No 37 Severance & Annuity Fund Brd Of Trustees Oe 37 S&A Fund | Baltimore, MD | 2024 |
| National Automatic Sprinkler Metal Trades Pension Fund Jt. Bd. Of Trustees Of National Aut Sprinkler Metal Trades Pension Fun | Landover, MD | 2024 |
| Eastern Atlantic States Carpenters Pension Fund Board Of Trustees Eastern Atlantic States Carpenters Pension Fund | 2024 | |
| Electrical Workers Local No. 26 Pension Trust Fund Electrical Workers Local No 26 Pension Trust Fund | 2024 | |
| Southern Ironworkers Pension Fund Board Of Trustees Southern Ironworkers Pension Fund | 2024 | |
| Bac Local No. 1 Washington Pension Trust Bac Local No. 1 Washington Pension Trust | 2024 | |
| Apartment Employees' Pension Trust Apartment Employees' Pension Trust | 2024 | |
| Marble, Tile, And Terrazzo Workers Pension Fund Board Of Trustees Of The Marble,Tile And Terrazzo | 2024 | |
| Insulators And Allied Workers Local No. 46 Annuity Fund Board Of Trustees Insulators And Allied Workers Local No. 46 | 2024 | |
| Bricklayers Local No. 1 Of Ky. Pension Trust Fund Joint Board Of Trustees Bricklayer Union No. 1 Of Ky. Pension Trust | 2024 | |
| Asbestos Workers Local 42 Pension Fund Asbestos Workers Local 42 Pension Fund | Southeastern, PA | 2024 |
| Northern California Tile Industry Defined Benefit Pension Plan Board Of Trustees, Northern California Tile Industry | 2024 | |
| Northern California Tile Industry Defined Contribution Plan Board Of Trustees, Northern California Tile Industry | 2024 | |
| Masters Mates & Pilots Adjustable Pension Plan Board Of Trustees Of The Masters Mates & Pilots Adjustable Pension Pla | 2024 | |
| Eastern Atlantic States Carpenters Annuity Fund Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund | 2024 | |
| Tile Industry Retirement Savings Trust Fund Board Of Trustees, Tile Industry Retirement Savings | 2024 | |
| National Automatic Sprinkler Industry Fund Office Employees Pension Plan Joint Board Of Trustees Of National Automatic Sprinkler Industry Welfa | Landover, MD | 2024 |
| Ibew Local 595 Pension Plan Board Of Trustees, Ibew Local 595 Pension Plan | 2024 | |
| Operative Plasterers & Cement Masons Officers & Employees Pension Fund Operative Plasterers & Cement Masons Off & Emp Pension Fund Trste | 2024 | |
| Carolina Electrical Workers Retirement Fund Board Of Trustees Of Carolina Electrical Workers Retirement Fund | 2024 | |
| Ibew Local 595 Money Purchase Pension Plan Board Of Trustees, Ibew Local 595 Money Purchase | 2024 | |
| Ibew 332 Pension Plan Part A Board Of Trustees, Ibew 332 Pension Plan Part A | 2024 | |
| Marble,Tile And Terrazzo Workers Individual Account Fund Trustees Of The Marble,Tile And Terrazzo Workers | 2024 | |
| Bricklayers & Allied Craftworkers Local No. 4 Of New Jersey Pension Plan B.A.C. Local No. 4 Pension Fund | 2024 | |
| Bricklayers & Allied Craftworkers Local No. 5 Pension Plan Bricklayers & Allied Craftworkers Local No. 5 Pension Plan | 2024 | |
| Pension Trust Fund For Operating Engineers Board Of Trustees, Pension Trust Fund For Operating | 2024 | |
| Masters, Mates & Pilots Pension Plan Board Of Trustees Of Masters, Mates & Pilots Pension Plan | 2024 | |
| Felra & Ufcw Pension Plan Board Of Trustees, Felra & Ufcw Pension | Sparks, MD | 2024 |
| Ufcw Giant Variable Annuity Fund Board Of Trustees Ufcw Giant Variable Annuity Fund | Sparks, MD | 2024 |
| Ufcw Local 1262 & Employers Pension Fund Trustees Ufcw Local 1262 Pension Fund | 2024 | |
| Usw District 10, Local 286, Pension Plan Board Of Trustees Usw District 10,Local 286, | 2024 | |
| Ironworkers Local #16 Pension Plan Board Of Trustees, Ironworkers Local #16 Pension Plan | 2024 | |
| Florida Carpenters Pension Plan Trustees Of The Florida Carpenters Pension Plan | Goodlettsville, TN | 2024 |
| Brotherhood Of Locomotive Engineers And Trainmen Long Island Pension Fund Board Of Trustees | 2024 | |
| Plumbers & Steamfitters Union Local No. 10 Individual Account Plan Board Of Trustees, Plumbers & Steamfitters Union Local No. 10 | 2024 | |
| Warehouse Employees Union Local No. 730 Pension Trust Fund Board Of Trustees Of Warehouse Employees Local No. 730 Pension Trust F | 2024 | |
| Hollow Metal Pension Fund Hollow Metal Pension Fund | 2024 | |
| Iubac Local Union Officers & Employees Pension Plan Bd Of Trustees Iubac Local Union Officer & Empl Pension Plan | 2024 | |
| Bac Salaried Employees Pension Plan Bd Of Trustees Iubac Salaried Empl Pen Plan | 2024 | |
| International Union Of Operating Engineers Joint Annuity Fund Of Eastern Pennsylvania And Delaware International Union Of Operating Eng. Jt Annuity Fd Of Eastern Pennsyl | 2024 | |
| Laborers Local Union No. 158 Pension Plan Laborers Local Union No. 158 Pension Fund | 2024 | |
| Plumbers Lu 690 Metal Trades Pension Plan Bd Of Tees Of Plumbers Lu 690 Metal Trades Pen Plan | 2024 | |
| Union Mutual Fund Pension Plan Board Of Trustees Of Union Mutual Fund Pension Plan | New York, NY | 2024 |
| Plumbers And Steamfitters Local 486 Pension Fund Plumbers And Steamfitters 486 Pension Fund Board Of Trustees | 2024 | |
| Unite Here! Local 54 Severance Fund Jt. Bd. Of Trustees Of The Unite Here! Local 54 | 2024 | |
| Iron Workers Local Union No. 92 Money Purchase Pension Plan Iron Workers Local Union No. 92 | 2024 | |
| New Jersey B.A.C. Annuity Fund New Jersey B.A.C. Annuity Fund | 2024 | |
| Operating Engineers Local No 37 Pension Fund Brd Of Trustees Oe 37 Pension Fund | Baltimore, MD | 2024 |
| Plumbers And Steamfitters Local No. 177 Pension Plan Board Of Trustees Plumbers And Steamfitters Local No. 177 Pension | 2024 | |
| Operating Engineers Local 77 Individual Account Plan Board Of Trustees Operating Engineers Local 77 Individual Account Plan | 2024 | |
| National Automatic Sprinkler Industry Pension Fund National Automatic Sprinkler Industry Pension Fund Jt Board Of Trustee | Landover, MD | 2024 |
| Teamsters Local 830 Retirement Savings Plan Board Of Trustees Teamsters Local 830 Retirement Savings Plan | 2024 | |
| Insulators Local 46 Supplemental Pension Plan Board Of Trustees Insulators Local 46 Supplemental Pension Plan | 2024 | |
| Teamsters Employers Local 945 Pension Fund Board Of Trustees Teamsters Local 945 Pension Fund | 2024 | |
| Teamsters Local 469 Pension Plan Trustees Of Teamsters Local No. 469 Pension Fund | 2024 | |
| Mid Atlantic Regional Council Of Carpenters' Annuity Fund Board Of Trustees Mid Atlantic Regional Council Of Carpenters' Annuity | Oxon Hill, MD | 2024 |
| Milk Drivers And Dairy Employees Local 246 Pension Fund Milk Drivers & Dairy Employees Local No. 246 Of Washington D.C Pension | 2024 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Green, Mitchell, Joseph | Chief Executive Officer, Managing Principal, Chief Compliance Officer | Jan 2008 (19y) | 25% – 50% | |
| Sichel, Richard, Ira | Managing Principal, President, Chief Operating Officer | Jan 2008 (19y) | 25% – 50% | |
| Holmes, Jennifer, Mink | Senior Consultant, Senior Principal | Sep 2016 (10y) | 10% – 25% | |
| Mcdonough, Christopher | Chief Investment Officer, Senior Consultant, Principal | Sep 2018 (8y) | Less than 5% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (100)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Waterfront Employers Ila Pension Plan | Board Of Trustees Waterfront Employers Ila Pension Plan | 1,342 | $520M | 10/01/2024 |
| Electricians Pension Plan, Ibew 995 | Trustees Of The Electricians Pension Plan, Ibew 995 | 469 | $77.7M | 10/01/2024 |
| Central States Joint Board And Allied Organizations Staff Pension Plan | Board Of Trustees C.S.J.B. And Allied Organizations Staff Pension Plan | 20 | $36.8M | 09/01/2024 |
| Ibew Local 325 Annuity Fund | Ibew Local Union 325 | 389 | $42.0M | 09/01/2024 |
| Plumbers & Pipefitters Lu 421 Pension Fund Trust | Trustees Of Plumbers & Pipefitters Lu 421 Pension Fund Trust | 1,326 | $124M | 09/01/2024 |
| Ibew Local 325 Pension Fund | Trustees Of Ibew Local 325 Pension Fund | 253 | $73.1M | 09/01/2024 |
| Roofers Local 195 Annuity Fund | Roofers Local 195 Annuity Fund | 191 | $10.9M | 07/01/2024 |
| Upstate New York Bakery Drivers And Industry Pension Fund | Trustees Of The Upstate New York Bakery Drivers And Industry Pension F | 555 | $105M | 07/01/2024 |
| Sheet Metal Workers Local Union No. 32 Pension Trust Fund | Sheet Metal Workers Local Union No. 32 Pension Trust Fund | 207 | $62.8M | 07/01/2024 |
| Laborers Local 754 Pension Plan | Trustees Of Laborers Local 754 Pension Plan | 285 | $83.2M | 07/01/2024 |
| Laborers Local 754 Annuity Plan | Trustees Of Laborers Local 754 Annuity Plan | 471 | $19.6M | 07/01/2024 |
| A.F.Of L. A.G.C. Building Trades Pension Plan | A.F.Of L. A.G.C. Building Trades Pension | 1,151 | $185M | 07/01/2024 |
| Local 68 Engineers Union Annuity Plan | Local 68 Engineers Union Annuity Fund Board Of Trustees | 5,542 | $971M | 07/01/2024 |
| Local 68 Engineers Union Pension Plan | Local 68 Engineers Union Pension Fund Board Of Trustees | 2,270 | $462M | 07/01/2024 |
| Operating Eng. Local 474 Defined Contribution | Operating Eng. Local 474 Defined Contribution | 254 | $61.3M | 07/01/2024 |
| Laborers Local 57 Industrial Pension Plan | Trustees Of Laborers Local 57 Industrial Pension | 1,436 | $338M | 07/01/2024 |
| Plumbers Local Union No. 690 Pension Fund | Bd Tees Plumbers Lu 690 Pen Fund | 687 | $284M | 07/01/2024 |
| Journeymen & Apprentices Of Local 188 Annuity Fund | Trustees Of Journeymen & Apprentices Of Local 188 Annuity Fund | 711 | $17.7M | 07/01/2024 |
| Stone And Marble Masons Of Metropolitan Washington D.C. Pension Fund | Board Of Trustees, Stone & Marble Masons Pension Fund | 188 | $73.6M | 07/01/2024 |
| Journeymen & Apprentices Of Local 188 Pension Fund | Trustees Of Journeymen & Apprentices Of Local 188 Pension Fund | 347 | $94.6M | 07/01/2024 |
| Insulators And Allied Workers National Pension Fun | Board Of Trustees Of The Insulators And Allied Workers National Pensio | 2,755 | $597M | 07/01/2024 |
| B.A.C. Local No. 3 Pension Plan | Board Of Trustees, B.A.C. Local No. 3 Pension Trust | 838 | $188M | 07/01/2024 |
| Pipefitters And Plumbers Local No. 524 Pension And Annuity Plan | United Association Of Journeyman & Apprentice Pipefitters Local 524 | 581 | $53.7M | 07/01/2024 |
| International Association Of Firefighters Staff Representatives Pension Plan | International Association Of Firefighters | 57 | $110M | 07/01/2024 |
| B.A.C. Local No. 3 Defined Contribution Pension Plan | Board Of Trustees, B.A.C. Local 3 Pension Trust Fund | 702 | $126M | 07/01/2024 |
Top 25 of 100 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 911 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Other fees
- • PERCENTAGE OF ASSETS AS TO WHICH IPS PROVIDES INVESTMENT ADVICE
Services
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗