Bricklayers Local No. 55 Pension Plan
Sponsored by Board Of Trustees, Bricklayers Local No. 55 Pension Plan · EIN 316126985 · Plan #001
- Total assets
- $11.4M
- Net assets
- $11.2M
- Active participants
- 153
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Standard Valuations Inc CRD 112413 | fuzzy_auto · 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 |
|---|---|---|
| Cuni, Rust & Strenk | Actuarial, Direct payment from the plan | $38,725 |
| Umr | Contract administrator, Direct payment from the plan, Plan administrator | $30,588 |
| Allotta Farley Co Lpa | Legal, Direct payment from the plan | $23,582 |
| Standard Valuation | Investment advisory (plan), Investment management fees (direct) | $22,000 |
| Dgperry Cpa's + Advisors | Accounting, Direct payment from the plan | $18,214 |
| Arthur J Gallagher Risk Mgt Ser | Insurance agents and brokers, Direct payment from the plan, Insurance brokerage commissions | $17,074 |
| Asb Capital Management | Investment management, Direct payment from the plan, Custodial (securities) | $5,632 |