AUMdb

Arizona Bricklayers Pension Trust Fund

Sponsored by Board Of Trustees Arizona Bricklayers Pension Trust Fund · EIN 516119487 · Plan #001 · Phoenix, AZ

Total assets
$33.7M
Net assets
$33.6M
Active participants
73
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

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

Firm Match Plan year
Panagora Asset Management Inc CRD 105201 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Southwest Service Administrators Contract administrator $86,077
Novara Tesija & Catenacci Pllc Legal $65,669
Verus Advisory Investment management $57,000
Milliman Actuarial $45,914
Segal Select Insurance Services Insurance services $26,200
Gust Rosenfeld Legal $21,283
Principal Custody Solutions Custodial (securities) $17,709
Asb Allegiance Real Estate Fund Legal $14,983
Panagora Asset Management Investment management $12,731
Baldwin Moffitt Behm Llp Accounting $12,500
Iron Mountain Storage Other fees $6,787
Letterstream Copying and duplicating $5,654