Plumbers Lu 690 Metal Trades Pension Plan
Sponsored by Bd Of Tees Of Plumbers Lu 690 Metal Trades Pen Plan · EIN 236442844 · Plan #001
- Total assets
- $20.2M
- Net assets
- $20.1M
- Active participants
- 128
- 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 |
|---|---|---|
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Mckeogh Company | Actuarial | $43,954 |
| Boyd Watterson State Government Fun | Custodial (securities), Named fiduciary, Investment management fees (direct) | $30,679 |
| Chartwell Investment Partners | Investment management, Named fiduciary, Investment management fees (direct) | $30,468 |
| Hardman Johnston Global Advisors | Custodial (securities), Named fiduciary, Investment management fees (direct) | $24,645 |
| O'donoghue & O'donoghue | Legal | $22,235 |
| Stevens & Lee | Legal | $21,862 |
| Principal Custody Solutions | Custodial (securities) | $13,982 |
| Plumbers Local Union No. 690 | Other fees | $9,826 |
| Investment Performance Services Llc | Investment advisory (plan) | $9,750 |
| Daniel A. Winters & Company, Cpas | Accounting | $8,731 |
| Capstone Insurance | Insurance services | $6,976 |
| Chevy Chase Trust Company | Custodial (securities), Investment management | $6,252 |
| State Street Global Advisors | Custodial (securities), Investment management fees (direct), Investment management fees (indirect) | $1,569 |