AUMdb

Northern California Plastering Industry Pension Plan

Sponsored by Board Of Trustees, Northern California Plastering Industry Pen · EIN 946129382 · Plan #001

Total assets
$172M
Net assets
$172M
Active participants
573
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sei Investments Investment advisory (plan), Investment management, Investment management fees (direct) $375,090
Health Services & Benefit Admin. Claims processing, Contract administrator, Recordkeeping $232,018
Withumsmith+Brown, Pc Accounting, Direct payment from the plan $118,063
Venuti & Associates Actuarial, Direct payment from the plan $66,250
Jp Morgan Investment Management Inc Investment management, Investment advisory (plan), Investment management fees (direct) $42,755
Kraw Law Group Legal, Direct payment from the plan $36,341
Neyhart, Anderson, Flynn & Grosboll Legal, Direct payment from the plan $15,170
Us Bank Custodial (securities), Trustee (institutional), Direct payment from the plan $15,009
Russell Investments Blackrock Ins Trustee (institutional), Investment management fees (direct) $5,855
Segal Select Insurance Insurance brokerage commissions $0