Plumbers Lu No 690 Supplemental Retirement Plan
Sponsored by Bd Of Tees Of Plumbers Lu No 690 Srp · EIN 232487320 · Plan #003
- Total assets
- $156M
- Net assets
- $156M
- Active participants
- 980
- With balances
- 1,708
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Boyd Watterson Asset Mgmt. | Custodial (securities), Named fiduciary, Investment management fees (direct) | $330,334 |
| Chartwell Investment Partners | Investment management, Named fiduciary, Investment management fees (direct) | $163,005 |
| Loomis Sayles & Company L.P. | Soft dollars commissions | $95,118 |
| Hardman Johnston Global Advisors | Custodial (securities), Named fiduciary, Investment management fees (direct) | $72,528 |
| Investment Performance Services Llc | Investment management | $58,500 |
| Principal Custody Solutions | Custodial (securities) | $17,645 |
| The Mckeogh Company | Actuarial | $12,645 |
| State Street Global Advisors | Custodial (securities), Investment management fees (direct), Investment management fees (indirect) | $9,279 |
| O'donoghue & O'donoghue | Legal | $7,922 |
| Daniel A. Winters & Company, Cpas | Accounting | $7,802 |
| Plumbers Local Union No. 690 | Other fees | $7,642 |
| Kang Haggerty & Fetbroyt | Legal | $6,932 |
| Capstone Insurance | Insurance services | $6,254 |