Plumbers And Steamfitters Local 102 Pension Plan
Sponsored by Plumbers & Steamfitters Local Union No. 102 · EIN 626077945 · Plan #001
- Total assets
- $105M
- Net assets
- $105M
- Active participants
- 430
- 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 |
|---|---|---|
| Strategic Capital Investment Advisors Inc CRD 107772 | fuzzy_auto · 99% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Clarion Partners, Llc CRD 108803 | deterministic · 100% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Stockbridge Capital Group, Llc CRD 149002 | deterministic · 100% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Rreef America L.L.C. CRD 109596 | fuzzy_auto · 96% | 2024 |
| Ares Management Llc CRD 130074 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Capital Investment Adviso | Investment management, Investment management fees (direct) | $87,844 |
| Renee Ashworth | Employee (plan), Direct payment from the plan | $85,086 |
| National Investment Service | Investment management, Investment management fees (direct) | $46,625 |
| Southern Actuarial Services Company | Actuarial, Direct payment from the plan | $37,075 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $24,385 |
| Stranch, Jennings & Garvey | Legal, Direct payment from the plan | $20,129 |
| Washington Capital Management Inc | Investment management, Investment management fees (direct) | $18,154 |
| Clarion Partners Llc | Investment management, Investment management fees (indirect) | $0 |
| Stockbridge Capital Group | Investment management, Investment management fees (indirect) | $0 |
| American Realty Advisors | Investment management, Investment management fees (indirect) | $0 |
| Rreef America Llc | Investment management, Investment management fees (indirect) | $0 |
| Ares Managemnt Llc | Investment management, Investment management fees (indirect) | $0 |