Sprinkler Industry Supplemental Pension Fund
Sponsored by Sprinkler Industry Supplemental Pension Fund Joint Board Of Trustees · EIN 141595069 · Plan #001 · Landover, MD
- Total assets
- $3.3B
- Net assets
- $2.9B
- Active participants
- 28,099
- With balances
- 29,607
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Invesco Advisers, Inc. CRD 105360 | fuzzy_auto · 98% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jp Morgan Investment Management Inc | Investment management, Investment advisory (plan) | $1,151,598 |
| Western Asset | Investment management | $1,081,593 |
| John Hancock Retirement Plan Servic | Recordkeeping fees | $983,990 |
| Comerica Bank | Custodial (securities), Other investment fees and expenses | $906,766 |
| Ullico Investment Advisors Inc. | Investment management, Soft dollars commissions | $729,221 |
| Invesco Advisors, Inc | Investment management, Other insurance wrap fees | $689,565 |
| Pimco | Soft dollars commissions | $223,239 |
| Investment Performance Services | Investment advisory (plan) | $178,750 |
| Global Retirement Partners | Other services | $164,578 |
| Calibre Cpa Group, Pllc | Accounting | $152,183 |
| O'donoghue & O'donoghue | Legal | $150,907 |
| John Eger | Employee (plan) | $140,983 |
| Lori Middleton | Employee (plan) | $119,627 |
| Christina Keiser | Employee (plan) | $70,100 |
| Jena Henson | Employee (plan) | $53,516 |
| Basys, Inc. | Other services | $39,570 |
| Anna Bosmans | Employee (plan) | $30,480 |
| Catherine Varelli | Employee (plan) | $27,878 |
| Navia Benefit Solutions | Other services | $17,766 |
| Iron Mountain | Other services | $16,770 |
| Ntiva, Inc | Other services | $13,505 |
| Segal Select Insurance Services | Insurance brokerage commissions | $0 |