Bricklayers & Allied Craftworkers Local No. 5 Pension Plan
Sponsored by Bricklayers & Allied Craftworkers Local No. 5 Pension Plan · EIN 800083075 · Plan #001
- Total assets
- $83.7M
- Net assets
- $83.0M
- Active participants
- 314
- 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 |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Intercontinental Real Estate Corp. | Investment management | $97,044 |
| Richard J. Cummings Cpa | Accounting | $75,000 |
| Virginia & Ambinder, Llp | Legal | $53,622 |
| Chartwell Investment Partners | Investment management fees (direct) | $35,311 |
| Chicago Benefit Consultants Inc. | Actuarial | $34,300 |
| Susanin Widman & Brennan Pc | Legal | $31,500 |
| Sierra Investment Partners Inc. | Investment management | $27,217 |
| Schultheis & Panattieri Llp | Accounting | $27,184 |
| Asb Capital Management Llc | Investment management fees (direct) | $21,628 |
| Principal Bank | Custodial (securities) | $18,331 |
| Investment Performance Services Llc | Investment advisory (plan) | $0 |