AUMdb

Bricklayers Local No. 8 And Employers Pension Plan

Sponsored by Board Of Trustees Of Bricklayers Local No. 8 And Employers Pension Pla · EIN 371043440 · Plan #001

Total assets
$104M
Net assets
$104M
Active participants
512
With balances
1,021

Plan year beginning 07/01/2024 · Money purchase

Linked investment advisers

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

Firm Match Plan year
Marquette Associates, Inc. CRD 21572 fuzzy_auto · 100% 2024
Parametric Portfolio Associates Llc CRD 114310 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Ekon Benefits Recordkeeping, Direct payment from the plan, Participant communication $67,776
Marquette & Associates Investment advisory (plan), Direct payment from the plan $43,500
Parametric Portfolio Assoc, Llc Investment management fees (direct), Investment management $33,635
First Midwest/Old National Custodial (securities), Direct payment from the plan $24,651
Hammond And Shinners, Pc Legal, Direct payment from the plan $20,071
Richard J Wolf And Company, Inc. Accounting, Direct payment from the plan $13,985
Romolo & Associates Llc Accounting, Direct payment from the plan $13,000