AUMdb

U.A.P.P. Local Union No.142 Pension Plan

Sponsored by Joint Board Of Trustees Of U.A.A.P. 142 Pension Plan · EIN 746181280 · Plan #001

Total assets
$164M
Net assets
$164M
Active participants
1,095
With balances
0

Plan year beginning 07/01/2024

Linked investment advisers

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

Firm Match Plan year
Rbc Capital Markets, Llc CRD 31194 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Harper & Pearson Company, Pc Accounting $148,096
Southwest Service Administrators Contract administrator $127,259
Rbc Capital Markets Investment advisory (plan) $92,936
Horizon Actuarial Services Llc Actuarial $57,966
Conner & Winters, Llp Legal $28,018