AUMdb

Stone Setters Pension Fund Local 84

Sponsored by Board Of Trustees Of Stone Setters · EIN 136121379 · Plan #001

Total assets
$40.4M
Net assets
$40.3M
Active participants
88
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 · 94% 2024
Intercontinental Real Estate Corporation CRD 112332 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Holm & Ohara Llp Legal $81,593
The Segal Company Actuarial, Consulting (general) $42,895
Gould Kobrick & Schlapp Pc Accounting $31,775
Intercontinental Real Estate Corp. Custodial (securities), Investment management $25,640
Quan Vest Consult Inc Investment advisory (plan) $24,447
Daniel H. Cook Associates Inc. Contract administrator $22,680
New Tower Trust Company Investment management, Custodial (securities) $22,290
Kobgo Associates Accounting $17,680
Venable Llp Legal $12,700
Afl Cio Housing Inv Investment management, Custodial (securities) $7,750