AUMdb

Massachusetts Bricklayers & Masons Annuity Fund

Sponsored by Massachusetts Bricklayers & Masons Annuity Fund · EIN 046375393 · Plan #001

Total assets
$273M
Net assets
$273M
Active participants
1,224
With balances
2,927

Plan year beginning 04/01/2024 · Money purchase

Linked investment advisers

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

Firm Match Plan year
Segal Advisors, Inc. CRD 114687 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ssga Custodial (other), Custodial (securities), Investment management fees (direct) $99,209
C. Raso Ii Plan administrator, Direct payment from the plan $81,336
Prisa Lp Investment management, Investment management fees (direct) $73,515
Pru Core Bond Fund Investment management, Investment management fees (direct) $58,103
M. Rose Employee (plan), Direct payment from the plan $46,514
Bridgeway Benefit Partners Recordkeeping, Direct payment from the plan $46,335
K. Harvey Employee (plan), Direct payment from the plan $44,613
C. Damigella Employee (plan), Direct payment from the plan $34,806
Segal Marco Advisors Investment advisory (plan), Direct payment from the plan $32,500
Feinberg Dumont & Brennan Legal, Direct payment from the plan $24,397
Manzi & Associates Accounting, Direct payment from the plan $22,225
W. Beaudry Employee (plan), Direct payment from the plan $20,316
P. Petrillo Employee (plan), Direct payment from the plan $19,457
J. Smith Employee (plan), Direct payment from the plan $8,121