Plumbers & Steamfitters Local 166 Afl Cio Pension Plan
Sponsored by Plumbers And Steamfitters Local 166 · EIN 516132690 · Plan #001
- Total assets
- $95.1M
- Net assets
- $95.0M
- Active participants
- 710
- 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 |
|---|---|---|
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys, Inc | Plan administrator | $72,627 |
| Asherkelly | Legal | $42,803 |
| Cuni Rust & Strenk | Actuarial | $40,050 |
| Mariner | Investment advisory (plan) | $40,000 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $37,214 |
| Fifth Third Bank | Custodial (securities) | $35,486 |
| Whitinger & Company Llc | Accounting | $23,500 |
| Chevy Chase Trust Company | Investment management | $22,554 |
| Stefansky, Holloway & Nichols, Inc. | Accounting | $20,703 |
| Mcqueen Insurance Group | Insurance services | $16,640 |
| Plumbers & Steamfitters Local 166 | Participant communication | $12,049 |
| American Graphics | Copying and duplicating | $6,944 |