AUMdb

Flint Plumb & Pipe Pension Fun

Sponsored by Trustees Flint Plumbing Pension Fun · EIN 386254230 · Plan #001

Total assets
$117M
Net assets
$117M
Active participants
565
With balances
0

Plan year beginning 08/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Capital Fund Advisors, Llc CRD 316910 fuzzy_auto · 94% 2024
National Investment Services Of America, Llc CRD 307169 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Tic Midwest Accounting, Claims processing, Contract administrator $69,926
Stategic Capital Advisors Consulting (general), Investment advisory (plan), Direct payment from the plan $66,192
National Investment Services Investment management, Direct payment from the plan $58,955
Comerica Bank Custodial (securities), Direct payment from the plan $42,764
Asher Kelly Legal, Direct payment from the plan $21,576
Untied Actuarial Services Actuarial, Direct payment from the plan $19,750
Wrubel Wesley & Co Cpas Accounting, Direct payment from the plan $13,350
Fifth Third Bank Copying and duplicating, Other services, Direct payment from the plan $13,176
United States Postal Service Other services, Direct payment from the plan $5,464