AUMdb

National Automatic Sprinkler Industry Pension Fund

Sponsored by National Automatic Sprinkler Industry Pension Fund Jt Board Of Trustee · EIN 526054620 · Plan #001 · Landover, MD

Total assets
$4.8B
Net assets
$4.8B
Active participants
16,773
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
J.P. Morgan Investment Management Inc. CRD 107038 deterministic · 100% 2024
Asb Capital Management Llc CRD 110995 deterministic · 100% 2024
Investment Performance Services Llc CRD 105527 deterministic · 100% 2024
Congress Asset Management Company, Llp CRD 105161 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
J.P. Morgan Investment Management Investment advisory (plan), Investment management, Soft dollars commissions $21,027,599
Comerica Custodial (securities), Other investment fees and expenses $373,328
Asb Capital Management Llc Investment management $353,513
O'donoghue & O'donoghue Llp Legal $343,896
The Segal Company, Inc Actuarial, Consulting (general) $287,143
Calibre Cpa Group, Pllc Accounting $236,871
Investment Performance Services Llc Investment advisory (plan) $200,000
Basys, Inc. Other fees $150,538
John Eger Employee (plan) $141,288
Congress Asset Mgmt. Co. Investment management $107,274
John Pedron Employee (plan) $81,064
Anna Bosmans Employee (plan) $79,871
Bfi Printing And Mailing Other services $74,394
Teisha Price Employee (plan) $68,077
Nixon Peabody, Llp Legal $63,893
Kelly Bowden Employee (plan) $60,220
Takia Sims Employee (plan) $60,220
Jamie Winegardner Employee (plan) $49,250
Avison Young Employee (plan) $41,553
Neil White Employee (plan) $36,905
Nathaniel Davis Employee (plan) $30,390
Iron Mountain Other services $22,520
Ntiva, Inc Other services $18,090
Navia Benefit Solutions Other services $17,766
Change Healthcare Operations Other services $15,978
Entrust Partners Offshore Lp Sof Investment management $6,566
Segal Select Insurance Services Insurance brokerage commissions $0
Gesd Investors Ii, Lp Investment management $0
Building For America Fund Iii Investment management $0
Snow Phipps, L.P. Investment management $0