Plumbers & Steamfitters Local No. 452 Pension Trust Fund
Sponsored by Board Of Trustees Plumbers Local 452 Pension Trust Fund · EIN 616037176 · Plan #001
- Total assets
- $86.4M
- Net assets
- $86.4M
- Active participants
- 425
- 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, Inc. CRD 291025 | fuzzy_auto · 93% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Ardea Investment Management Pty Limited CRD 312601 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Capital Partners Llc | Investment advisory (plan) | $58,662 |
| Umr | Contract administrator | $38,799 |
| National Investment Services | Investment management | $35,940 |
| Stockbridge | Investment management | $23,205 |
| Clarion Lion | Investment management | $15,878 |
| Umr | Consulting (pension) | $14,890 |
| Washington Capital | Investment management | $14,560 |
| Ledbetter Partners Llc | Legal | $14,065 |
| Comamerica | Custodial (securities) | $10,269 |
| Frank N Hestand Cpa Psc | Accounting | $9,500 |
| Osborn Carreiro & Associates | Actuarial | $6,500 |
| Ares Investment Management | Investment management | $4,821 |