Plumbers & Pipefitters Local 172 Pension Fund
Sponsored by Trustees Of Plumbers & Pipefitters Local 172 Pension Fund · EIN 356212986 · Plan #001
- Total assets
- $156M
- Net assets
- $155M
- Active participants
- 572
- With balances
- 0
Plan year beginning 03/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Capital Fund Advisors, Llc CRD 316910 | fuzzy_auto · 95% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 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 | $191,011 |
| Benefits Management Group Inc. | Contract administrator, Copying and duplicating, Direct payment from the plan | $66,936 |
| National Investment Services | Investment management, Investment management fees (direct) | $60,130 |
| Clarion Lions Industrial Properties | Investment management, Direct payment from the plan | $40,611 |
| Legacy Professionals Llp | Accounting, Recordkeeping, Direct payment from the plan | $37,038 |
| Hunt Insurance Agency | Insurance agents and brokers, Direct payment from the plan | $31,385 |
| Clarion Lion Properties Fund Lp | Investment management, Direct payment from the plan | $30,967 |
| Washington Capital Management, Inc. | Investment management, Direct payment from the plan | $28,706 |
| Ted Windsor & Associates | Actuarial, Direct payment from the plan | $26,238 |
| Amalgamated Bank Of Chicago | Custodial (securities), Investment management, Direct payment from the plan | $17,198 |
| Johnson & Krol Llc | Legal, Direct payment from the plan | $16,759 |
| Sommers & Fahrenbach | Copying and duplicating | $11,159 |