Fox Valley & Vicinity Construction Workers Pension Fund
Sponsored by Trustees Of The Fox Valley Const Workers Pension · EIN 366147407 · Plan #001
- Total assets
- $336M
- Net assets
- $336M
- Active participants
- 841
- With balances
- 0
Plan year beginning 06/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Capital Investment Advisors Inc CRD 107772 | fuzzy_auto · 96% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Capital Inv Advisors | Investment advisory (plan), Direct payment from the plan | $217,436 |
| The Segal Company | Actuarial, Consulting (pension) | $146,446 |
| National Investment Services | Investment management | $130,754 |
| Group Administrators, Ltd. | Contract administrator | $111,664 |
| Calibre Cpa Group, Pllc | Accounting | $76,497 |
| Northern Trust Co | Custodial (securities) | $60,692 |
| Baum And Sigman | Legal | $26,244 |