Pavers & Road Builders Dc Annuity Fund
Sponsored by Pavers & Road Builders Dc Annuity Fund · EIN 112629710 · Plan #082
- Total assets
- $343M
- Net assets
- $332M
- Active participants
- 3,024
- With balances
- 5,092
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Atalanta Sosnoff Capital, Llc CRD 104880 | fuzzy_auto · 93% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | fuzzy_auto · 93% | 2024 |
| Lord, Abbett & Co. Llc CRD 110391 | fuzzy_auto · 95% | 2024 |
| Santa Barbara Mgmt, Llc CRD 334801 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wasmer, Schroeder & Co C. Schwab | Investment management, Investment management fees (direct) | $211,469 |
| Zenith American Solutions | Plan administrator, Direct payment from the plan | $204,508 |
| Intercontinental | Investment management, Investment management fees (direct) | $159,059 |
| Stacey Braun | Investment management, Investment management fees (direct) | $136,511 |
| Atalanta Sosnoff | Investment management, Investment management fees (direct) | $134,245 |
| Merrill Lynch | Investment advisory (plan), Direct payment from the plan | $102,500 |
| Virginia & Ambinder | Legal, Direct payment from the plan | $88,397 |
| Lord Abbett | Investment management, Investment management fees (direct) | $85,927 |
| Gorlick, Kravitz & Listhaus | Legal, Direct payment from the plan | $85,213 |
| Santa Barbara | Investment management, Investment management fees (direct) | $82,712 |
| Castiglia Llp | Accounting, Recordkeeping, Direct payment from the plan | $78,118 |
| Pnc Bank | Custodial (securities), Direct payment from the plan | $46,991 |
| The Segal Company | Actuarial, Direct payment from the plan | $12,500 |