Plumbers Local No 98 Defined Benefit Pension Fund
Sponsored by Plumbers Local 98 Defined Benefit Pension Fund · EIN 383031916 · Plan #001
- Total assets
- $296M
- Net assets
- $295M
- Active participants
- 772
- 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 |
|---|---|---|
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Strategic Capital Investment Advisors Inc CRD 107772 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys, Inc. | Direct payment from the plan, Accounting, Claims processing | $267,482 |
| National Investment Services | Direct payment from the plan, Custodial (other), Investment advisory (plan) | $142,563 |
| Strategic Capital Investment Advr. | Direct payment from the plan, Consulting (pension), Investment advisory (plan) | $94,170 |
| The Segal Company Inc. | Direct payment from the plan, Actuarial, Custodial (securities) | $61,701 |
| Asher Kelly Law | Direct payment from the plan, Legal | $53,769 |
| Comerica Bank | Direct payment from the plan, Custodial (other), Custodial (securities) | $30,072 |
| American Graphics Printing Co | Direct payment from the plan, Copying and duplicating | $28,899 |
| Bultynck & Co., Pllc | Direct payment from the plan, Accounting | $21,500 |
| United Actuarial Services, Inc. | Direct payment from the plan, Consulting (pension), Actuarial | $11,792 |
| Digital Data, Inc. | Direct payment from the plan, Copying and duplicating | $8,232 |
| Stefansky, Holloway, & Nichols | Direct payment from the plan, Accounting | $6,550 |
| Nickle & Saph, Inc | Direct payment from the plan, Insurance agents and brokers, Insurance services | $6,300 |