National Automatic Sprinkler Industry Fund Office Employees Pension Plan
Sponsored by Joint Board Of Trustees Of National Automatic Sprinkler Industry Welfa · EIN 530215881 · Plan #002 · Landover, MD
- Total assets
- $32.9M
- Net assets
- $32.9M
- Active participants
- 69
- 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 |
|---|---|---|
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jp Morgan | Investment management, Investment advisory (plan), Trustee (discretionary) | $57,613 |
| Ullico Investment Advisors, Inc. | Investment management fees (direct), Investment management | $33,162 |
| Investment Performance Services | Investment advisory (plan) | $32,500 |
| Calibre Cpa Group, Pllc. | Accounting | $27,678 |
| Comerica Bank | Custodial (securities), Float revenue, Other investment fees and expenses | $5,130 |