Operative Plasterers And Cement Masons Local 394 Pension Trust Fund
Sponsored by Bot Operative Plasterers And Cement Masons Loc 394 Pension Trust Fund · EIN 516031325 · Plan #001 · Phoenix, AZ
- Total assets
- $1.4M
- Net assets
- $1.4M
- Active participants
- 0
- 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 |
|---|---|---|
| Ulrich Consulting And Investment Group, Llc CRD 159499 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Segal Company | Actuarial | $43,971 |
| Southwest Service Admin, Inc | Contract administrator | $39,327 |
| Bmo Harris | Custodial (securities) | $15,925 |
| Ulrich Consulting Group | Investment management | $12,000 |
| Baldwin Moffitt Behm Llp | Accounting | $10,541 |
| Spencer Fane Llp | Legal | $6,390 |
| Segal Select Insurance | Insurance brokerage commissions | $5,895 |