AUMdb

Ohio Bricklayers Pension Plan

Sponsored by Ohio Bricklayers Pension Plan · EIN 516029565 · Plan #001

Total assets
$111M
Net assets
$111M
Active participants
561
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
Strategic Capital Investment Advisors Inc CRD 107772 fuzzy_auto · 100% 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
Benesys, Inc. Accounting, Contract administrator, Plan administrator $165,986
Strategic Capital Investment Advis. Investment advisory (plan), Direct payment from the plan $47,454
National Investment Services Investment management, Direct payment from the plan $45,823
Benda, Grace, Stulz & Company, P.C. Accounting, Direct payment from the plan $33,500
Cuni, Rust & Strenk Actuarial, Direct payment from the plan $33,167
Merill Lynch, Pierce, Fenner Investment advisory (plan), Direct payment from the plan $28,981
Washington Capital Management Investment management, Direct payment from the plan $25,529
Us Bank Custodial (securities), Direct payment from the plan $23,370
Ledbetter, Parisi, Llc Legal, Direct payment from the plan $20,096
Tucker Arensberg,P.C. Legal, Direct payment from the plan $7,253
American Graphics Printing Copying and duplicating, Direct payment from the plan $6,363