Laborers Of Delaware Local Union No. 199 Pension Plan
Sponsored by Laborers Of Delaware Lcl Union 199 Board Of Trustees · EIN 516024937 · Plan #001
- Total assets
- $64.0M
- Net assets
- $63.9M
- Active participants
- 211
- 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 |
|---|---|---|
| Stacey Braun Associates Inc CRD 105056 | deterministic · 100% | 2024 |
| Wright Investors Service Inc CRD 106302 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stacey Braun Associates | Investment management, Soft dollars commissions | $163,015 |
| Central Data Services, Inc. | Contract administrator | $97,129 |
| Wright Investors | Investment management, Soft dollars commissions | $72,510 |
| Segal Company | Actuarial | $67,020 |
| Markowitz & Richman | Legal | $47,428 |
| Young Conaway Stargatt & Taylor Llp | Legal | $41,587 |
| Quan Vest Consultants, Inc. | Consulting (pension) | $39,996 |
| Pnc Bank | Custodial (securities) | $36,854 |
| Belfint, Lyons & Shuman, P.A. | Accounting | $34,689 |