Plumbers Local Union No. 690 Pension Fund
Sponsored by Bd Tees Plumbers Lu 690 Pen Fund · EIN 236405018 · Plan #001
- Total assets
- $284M
- Net assets
- $282M
- Active participants
- 687
- 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 |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Boyd Watterson Asset Mgmt | Custodial (securities), Named fiduciary, Investment management fees (direct) | $323,184 |
| Loomis Sayles & Company L.P. | Investment management fees (direct), Soft dollars commissions | $167,462 |
| Hardman Johnston Intl Equity Group | Custodial (securities), Investment management fees (direct) | $138,541 |
| Investment Performance Services Llc | Investment advisory (plan), Consulting (general) | $98,750 |
| Loomis Sayles Trust Company | Investment management fees (direct) | $95,392 |
| The Mckeogh Company | Actuarial | $90,474 |
| Segall Bryant And Hamill | Investment management fees (direct) | $78,803 |
| Employee A | Employee (plan) | $62,076 |
| Employee B | Employee (plan) | $54,559 |
| Odonoghue & Odonoghue, Llp | Legal | $53,582 |
| Kang Haggerty & Fetbroyt Llc | Legal | $36,990 |
| Plumbers Local Union No. 690 | Other fees | $36,707 |
| Asb Capital Management, Llc | Investment management | $36,308 |
| Employee C | Employee (plan) | $30,017 |
| Employee D | Employee (plan) | $27,448 |
| State Street Global Advisors | Investment management fees (direct), Other fees, Custodial (securities) | $25,531 |
| Principal Custody Solutions | Custodial (securities) | $25,372 |
| Daniel A. Winters & Company, Cpas | Accounting | $24,318 |
| Beka's Catering | Other fees | $12,020 |
| Vito F. Canuso, Jr. | Legal | $6,991 |