Marble Industry Pension Trust Fund
Sponsored by Board Of Trustees Of Marble · EIN 132967109 · Plan #075
- Total assets
- $99.0M
- Net assets
- $98.7M
- Active participants
- 358
- 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 |
|---|---|---|
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 98% | 2024 |
| Stacey Braun Associates Inc CRD 105056 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ullico Investment Advisors Inc. | Investment management, Investment management fees (direct) | $64,211 |
| Stacey Braun Associates, Inc | Investment management | $63,220 |
| Daniel H. Cook Associates, Inc | Contract administrator, Plan administrator, Recordkeeping | $58,953 |
| Marble Industry Trust Fund | Recordkeeping | $47,100 |
| Jp Morgan | Investment management, Investment advisory (plan), Trustee (discretionary) | $39,388 |
| Segal Company | Consulting (pension), Actuarial | $38,998 |
| Gould Kobrick And Schlapp P.C. | Accounting | $33,236 |
| Intercontinental Real Estate Corp | Investment management fees (direct) | $28,647 |
| Asb Capital Management | Investment management | $28,539 |
| Quan Vest Consultants Inc. | Investment advisory (plan) | $28,500 |
| Boyd Watterson Asset Management Llc | Investment management | $25,210 |
| Entrust Partners Offshore Llc | Investment management | $16,124 |
| Venable Llp | Legal | $16,001 |
| Colleran Ohara & Mills | Legal | $12,031 |
| M&T Bank | Custodial (securities) | $10,000 |