Plumbers & Pipefitters Lu 421 Pension Fund Trust
Sponsored by Trustees Of Plumbers & Pipefitters Lu 421 Pension Fund Trust · EIN 570524232 · Plan #001
- Total assets
- $124M
- Net assets
- $124M
- Active participants
- 1,326
- With balances
- 0
Plan year beginning 09/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Atlanta Capital Management Company, L.L.C. CRD 116719 | fuzzy_auto · 96% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Wedge Capital Management Llp CRD 106234 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| National Employee Benefit Admin | Contract administrator, Direct payment from the plan | $173,561 |
| Atlanta Capital Management Co. | Investment advisory (plan), Investment management, Direct payment from the plan | $92,510 |
| Horizon Actuarial Services, Llc | Actuarial, Direct payment from the plan | $63,791 |
| Standard Valuations Inc. | Valuation, Direct payment from the plan | $55,000 |
| Lapadula Carlson & Co | Accounting, Direct payment from the plan | $51,113 |
| Investment Performance Services | Investment advisory (plan), Consulting (general), Direct payment from the plan | $34,015 |
| Wedge Capital Management Llp | Investment advisory (plan), Investment management, Direct payment from the plan | $33,966 |
| Arnall Golden Gregory Llp | Insurance services, Direct payment from the plan | $14,814 |