Plumbers & Pipefitters Local Union 719 Pension Fund
Sponsored by Trustees Of The Plumbers & Pipefitters Local Union 719 Pension Fund · EIN 596178477 · Plan #001
- Total assets
- $70.8M
- Net assets
- $70.7M
- Active participants
- 234
- 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 |
|---|---|---|
| Anchor Capital Management Group, Inc. CRD 123543 | deterministic · 100% | 2024 |
| Atalanta Sosnoff Capital, Llc CRD 104880 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Neba | Contract administrator, Direct payment from the plan | $121,075 |
| Atalanta Sosnoff | Investment management, Direct payment from the plan | $97,937 |
| Columbia Management Investment | Contract administrator, Direct payment from the plan | $90,208 |
| Sugarman & Susskind, Pa | Legal, Direct payment from the plan | $88,455 |
| Pension Fund Evaluations | Contract administrator, Direct payment from the plan | $37,200 |
| Logan Captial | Contract administrator, Direct payment from the plan | $36,726 |
| Anchor Capital | Investment management, Direct payment from the plan | $31,881 |
| Southern Actuarial Service Co. | Actuarial, Direct payment from the plan | $28,850 |
| Lapadula Carlson & Co | Accounting, Direct payment from the plan | $25,272 |
| Dsf Multi Family Real Estate | Contract administrator, Direct payment from the plan | $18,679 |