AUMdb

Bricklayers & Trowel Trades International Pension Fund

Sponsored by Bricklayers & Trowel Trades Intl Pension Fd Bd Of Trustee · EIN 526127746 · Plan #001

Total assets
$1.9B
Net assets
$1.9B
Active participants
26,987
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
Alan D Biller & Associates, Inc. CRD 105283 fuzzy_auto · 97% 2024
Ullico Investment Advisors, Inc. CRD 106628 deterministic · 100% 2024
Investment Performance Services Llc CRD 105527 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Int'l Union Of Bac Recordkeeping, Direct payment from the plan $4,503,942
Alan D. Biller & Associates, Inc. Consulting (pension), Investment advisory (plan), Direct payment from the plan $748,500
Cheiron, Inc Direct payment from the plan $336,161
Ullico Investment Advisors, Inc. Investment management, Investment management fees (direct) $270,035
Lester W. Kauffman Iii Employee (plan), Direct payment from the plan $226,809
O'donoghue & O'donoghue Legal, Direct payment from the plan $225,719
Fuiman Mogila, Llp Legal, Direct payment from the plan $215,879
Calibre Cpa Group Pllc Accounting, Direct payment from the plan $136,342
Documetrics, Inc Recordkeeping, Direct payment from the plan $126,912
Nancy Callahan Employee (plan), Direct payment from the plan $125,058
Investment Performance Services Investment advisory (plan), Direct payment from the plan $104,744
Richard J. Wolf & Company Accounting, Direct payment from the plan $103,055
Reginald Vergara Employee (plan), Direct payment from the plan $96,091
Susan Flaherty Direct payment from the plan, Employee (plan) $92,679
Arlene Bautista Employee (plan), Direct payment from the plan $92,500
John Bellucci Direct payment from the plan, Employee (plan) $87,057
Comerica Other investment fees and expenses, Custodial (securities), Investment management $82,210
Mercedes Averytt Employee (plan), Direct payment from the plan $78,626
Wells Fargo Custodial (other), Trustee (institutional), Direct payment from the plan $76,466
Sherridan Bacchus Employee (plan), Direct payment from the plan $76,088
Natalia Thomas Employee (plan), Direct payment from the plan $73,169
Marie S. Keung Employee (plan), Direct payment from the plan $68,243
Danielle Hoyle Employee (plan), Direct payment from the plan $67,753
Axcelus Financial (Lombard Internat Consulting (pension), Investment advisory (plan), Direct payment from the plan $65,777
Stephanie B Lopez Employee (plan), Direct payment from the plan $63,364
Virginia & Ambinder, Llp Legal $63,225
Vanessa Lazo Molina Employee (plan), Direct payment from the plan $61,951
Rodney E. Moseley Jr. Direct payment from the plan, Employee (plan) $60,235
Arnold & Kadjan, Llp Other services, Legal $58,552
Marcus A. Duquiatan Employee (plan), Direct payment from the plan $58,245
Dorothy Norris Employee (plan), Direct payment from the plan $44,441
Fontana Lithograph, Inc Other services $40,528
Bac Services Corporation Accounting, Direct payment from the plan $38,766
Arcara Zucarelli Lenda & Assoc. Cpa Accounting, Direct payment from the plan $35,488
Novak Francella Llc Accounting, Other services, Direct payment from the plan $26,678
Amalgamated Bank Of Chicago Custodial (securities) $25,000
Bridgeway Benefit Technologies,Llc Consulting (general), Other services, Direct payment from the plan $24,835
New Jersey Bac Health Fund Other services, Direct payment from the plan $23,821
Charissa Wiltshire Employee (plan), Direct payment from the plan $23,816
National Coordinating Committee Other services, Direct payment from the plan $23,800
Mesirow Financial Consulting (pension), Investment advisory (plan), Direct payment from the plan $20,500
Rubin Brown Llp Other services, Direct payment from the plan $19,480
Kimberly C. Stith Employee (plan), Direct payment from the plan $19,174
The Previant Law Firm Legal, Direct payment from the plan $18,894
Bricklayers Fringe Benefit Funds Legal, Direct payment from the plan $18,132
Construction Benefits Audit Co Other services, Direct payment from the plan $14,350
Christopher M. Jeffrey Employee (plan), Direct payment from the plan $13,496
Bac Of Mi Health & Welfare Fund Other services, Direct payment from the plan $13,295
Tile Industry Trust Funds Other services, Direct payment from the plan $13,198
Imagex, Inc. Other services, Direct payment from the plan $10,647
Grabel Schnieders Hollmann & Co Other services, Direct payment from the plan $9,562
Carousel Industries Of North Americ Other services, Direct payment from the plan $9,492
Stefansky, Holloway & Nichols, Inc Accounting, Other services, Direct payment from the plan $8,309
At&T Mobility Other services, Direct payment from the plan $7,620
Arnold, Newbold, Sollars & Hollins Other services, Direct payment from the plan $7,598
Kirkland & Ellis Llp Legal, Direct payment from the plan $7,500
First Citizens Bank & Trust Co Copying and duplicating $7,486
Relx, Inc. Consulting (general), Direct payment from the plan $7,352
Microsoft Licensing Group Other services, Direct payment from the plan $7,170
Combined Crafts Statewide Audit Other services, Direct payment from the plan $7,000
At&T Direct payment from the plan, Other services $6,707
Hello, Hillary R. Coggeshall, Llc Other services, Direct payment from the plan $6,325
Mosaic & Terazzo Benefit Funds Other services, Direct payment from the plan $5,869
Citrix System Other services, Direct payment from the plan $5,839
Hammond And Shinners Pc Legal $5,583
App Xtender Hits Scanning Solution Other services, Direct payment from the plan $5,528
Council Of Institutional Inv Other services, Direct payment from the plan $5,200
Repequity, Llc Consulting (general), Direct payment from the plan $5,200
Wcp Special Core Consulting (pension), Investment advisory (plan), Direct payment from the plan $5,190
H.G. Gus Sands & Associates Accounting, Other services, Direct payment from the plan $5,136