Plumbers & Steamfitters Local 83 Pension Fund
Sponsored by Plumbers & Steamfitter Local 83 · EIN 550463652 · Plan #001
- Total assets
- $55.1M
- Net assets
- $55.0M
- Active participants
- 275
- 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 |
|---|---|---|
| Mairs And Power Inc CRD 110351 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Central Data Services Inc | Contract administrator | $58,333 |
| Acrisure Llc | Actuarial, Consulting fees | $39,690 |
| Standard Valuation | Consulting (pension) | $35,275 |
| Mairs And Power | Investment management, Investment management fees (direct), Soft dollars commissions | $34,217 |
| Manning & Napier Advisors Inc | Investment management fees (direct), Soft dollars commissions | $34,096 |
| Boyd Watterson Asset Management | Investment management fees (direct) | $33,283 |
| Beacon Administrators And Consultan | Contract administrator | $31,633 |
| Mcelhaney & Associates, Llc | Accounting | $27,500 |
| Wesbanco Trust And Investment Servi | Custodial (securities) | $26,305 |
| Asb Capital Management | Investment management, Investment management fees (direct) | $21,715 |
| Newtower Trust Company | Investment management | $18,819 |
| Chartwell Investment Partners | Investment management, Investment management fees (direct) | $17,087 |
| John Dascoli, Pllc | Legal | $10,722 |
| Bridgeway Benefit Technologies | Recordkeeping | $6,750 |