Plumbers And Steamfitters Local No. 42 Pension Plan
Sponsored by Board Of Trustees Of Plumbers And Steamfitters Local No. 42 Pension · EIN 237404110 · Plan #001
- Total assets
- $72.0M
- Net assets
- $71.8M
- Active participants
- 251
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Horizon Actuarial Services, Llc | Actuarial, Consulting (general), Consulting (pension) | $64,932 |
| Blackrock | Trustee (institutional), Trustee (discretionary), Investment management | $55,873 |
| Denise Mann | Plan administrator | $49,350 |
| Segal Marco Advisors | Consulting (general), Investment advisory (plan) | $48,000 |
| Jpmorgan Chase Bank, National Assoc | Trustee (discretionary), Investment advisory (plan), Investment management | $34,965 |
| Boyd Watterson Asset Management,Llc | Investment management, Investment management fees (direct) | $31,367 |
| Cliftonlarsonallen Llp | Accounting | $23,578 |
| Shumaker, Loop & Kendrick, Llp | Legal | $16,813 |