Plumbers And Steamfitters Local No. 177 Pension Plan
Sponsored by Board Of Trustees Plumbers And Steamfitters Local No. 177 Pension · EIN 581359382 · Plan #001
- Total assets
- $23.8M
- Net assets
- $23.8M
- Active participants
- 211
- With balances
- 390
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 |
|---|---|---|
| Intercontinental Real Estate Corporation CRD 112332 | fuzzy_auto · 98% | 2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Southern Benefit Administrators | Plan administrator, Consulting (general) | $36,608 |
| Wellington Trust Company | Custodial (securities), Investment management | $22,118 |
| Investment Performance Services | Investment advisory (plan) | $16,250 |
| Daniels Irwin & Aylor | Accounting | $11,275 |
| National Investment Services | Custodial (securities), Investment management | $5,820 |
| Intercontinental Real Estate Corpor | Custodial (securities), Investment management | $0 |
| Boston Partners | Investment management | $0 |
| Hedgeserv | Custodial (securities), Investment management | $0 |
| Mutual Fund | Custodial (securities), Investment management | $0 |