Plumbers And Steamfitters Local 486 Pension Fund
Sponsored by Plumbers And Steamfitters 486 Pension Fund Board Of Trustees · EIN 526124449 · Plan #001
- Total assets
- $382M
- Net assets
- $382M
- Active participants
- 1,622
- 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 |
|---|---|---|
| Intercontinental Real Estate Corporation CRD 112332 | fuzzy_auto · 96% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | fuzzy_auto · 99% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Intercontinental Real Estate Corpor | Investment management, Investment management fees (direct) | $289,220 |
| Wedge Capital Management | Investment management fees (direct), Soft dollars commissions | $225,152 |
| Investment Performance Services | Consulting (general), Investment advisory (plan), Investment management fees (direct) | $210,000 |
| Chartwell Investment Partners | Investment management, Named fiduciary, Investment management fees (direct) | $146,478 |
| Hardman Johnson Global Advisors | Investment management, Investment management fees (direct) | $130,804 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $122,628 |
| Benefits Administration Corporation | Contract administrator, Direct payment from the plan | $113,535 |
| Ullico Investment Advisors Inc | Investment management, Direct payment from the plan | $106,514 |
| Abato, Rubenstein & Abato | Legal, Direct payment from the plan | $93,759 |
| Pnc Bank | Custodial (securities), Legal, Direct payment from the plan | $81,887 |
| Benesys, Inc. | Contract administrator, Direct payment from the plan | $72,569 |
| Lindabury, Mccormick, Estabrook & C | Legal, Direct payment from the plan | $63,477 |
| Calibre Cpa Group | Accounting, Direct payment from the plan | $33,279 |
| Washington Capital Management, Inc | Investment management, Investment management fees (direct) | $27,953 |
| The Segal Company | Consulting (pension), Direct payment from the plan | $25,094 |
| Mark Jackman | Trustee (individual), Direct payment from the plan | $25,042 |
| Jpmorgan Chase Bank, National Assoc | Investment management fees (direct), Investment management | $22,362 |
| Newtower Trust Company | Investment management, Investment management fees (indirect) | $0 |
| Segal Select Insurance Services | Insurance services, Insurance brokerage commissions | $0 |