United Assn Of Journeymen Plumbers & Pipefitters Local 357 Pension Plan
Sponsored by Board Of Trustees Of The Kalamazoo Plumbers & Pipefitters 357 Pension · EIN 386152409 · Plan #001
- Total assets
- $206M
- Net assets
- $206M
- Active participants
- 638
- 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 |
|---|---|---|
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Ancora Advisors Llc CRD 124674 | deterministic · 100% | 2024 |
| Westend Advisors, Llc CRD 133279 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Solxsys Administrative Solutions | Direct payment from the plan, Plan administrator | $84,924 |
| Novara Law Group, Pllc | Direct payment from the plan, Legal | $75,330 |
| Morgan Stanley Smith Barney Llc | Direct payment from the plan, Consulting fees, Other investment fees and expenses | $72,500 |
| National Investment Services | Direct payment from the plan, Custodial (other), Investment advisory (plan) | $64,596 |
| Ancora Advisors | Direct payment from the plan, Custodial (securities), Investment advisory (plan) | $64,502 |
| United Actuarial Services, Inc. | Direct payment from the plan, Actuarial, Consulting (pension) | $58,950 |
| Segal Select Insurance Services | Direct payment from the plan, Claims processing, Insurance agents and brokers | $25,160 |
| Bultynck & Co., Pllc | Direct payment from the plan, Accounting | $19,875 |
| Comerica Bank | Direct payment from the plan, Custodial (securities), Trustee (institutional) | $13,748 |
| American Graphics Printing Co. | Direct payment from the plan, Copying and duplicating | $11,361 |
| Tic International Corporation | Direct payment from the plan, Accounting, Contract administrator | $10,173 |
| Westend Advisors | Direct payment from the plan, Custodial (securities), Investment advisory (plan) | $8,361 |
| Graphic Sciences, Inc. | Direct payment from the plan, Copying and duplicating | $5,238 |