Plumbers & Fitters Local Union 295 Pension Plan
Sponsored by Trustees Plumbers & Fitters Local Union 295 Pension Fund · EIN 596486522 · Plan #001
- Total assets
- $71.5M
- Net assets
- $71.4M
- Active participants
- 310
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Atalanta Sosnoff Capital, Llc CRD 104880 | deterministic · 100% | 2024 |
| Karpus Management Inc CRD 110275 | deterministic · 100% | 2024 |
| Pension Fund Evaluations, Inc. CRD 10985 | deterministic · 100% | 2024 |
| Dsf Advisors, Llc CRD 283411 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Atalanta Sosnoff Capital Llc | Investment management, Direct payment from the plan | $178,099 |
| Columbia Investment Management | Investment management, Investment management fees (direct) | $173,952 |
| Karpus Investment Management, Inc. | Investment management, Direct payment from the plan | $113,268 |
| National Employee Benefits Administ | Contract administrator, Direct payment from the plan | $79,500 |
| Sugarman, Susskind, Braswell, & Her | Legal, Direct payment from the plan | $42,000 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $37,250 |
| Southern Actuarial Services Company | Actuarial, Direct payment from the plan | $26,500 |
| Pension Fund Evaluations, Inc. | Investment advisory (plan), Direct payment from the plan | $20,000 |
| Pnc Bank Na | Custodial (securities), Direct payment from the plan | $18,501 |
| Ua Of Journeymen & 295 Ppf | Recordkeeping, Direct payment from the plan | $8,071 |
| Dsf Advisors Llc | Investment management, Investment management fees (indirect) | $0 |