AUMdb

B.A.C. Local 1 De/Pa Pension Trust

Sponsored by Bricklayers Local Union No 1 Of Delaware · EIN 516019120 · Plan #001

Total assets
$44.3M
Net assets
$43.8M
Active participants
427
With balances
0

Plan year beginning 04/01/2024

Linked investment advisers

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

Firm Match Plan year
Stacey Braun Associates Inc CRD 105056 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Stacey Braun Associates Investment advisory (plan) $119,515
Bricklayers Benefit Plans Contract administrator $86,667
Segal Company Actuarial $57,014
Zenith American Solutions, Inc. Contract administrator $38,995
Pnc Bank Custodial (securities) $33,768
Holroyd Gelman, P.C. Legal $22,000
Belfint, Lyons & Shuman, P.A. Accounting $21,450