Plumbers & Steamfitters Local 248 Pension Trust Plan
Sponsored by Trustees Of Plumbers & Steamfitter Pension Trust Fund · EIN 311017514 · Plan #001
- Total assets
- $83.9M
- Net assets
- $83.8M
- Active participants
- 344
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Standard Valuations Inc CRD 112413 | deterministic · 100% | 2024 |
| Manning & Napier Advisors, Llc CRD 105992 | fuzzy_auto · 99% | 2024 |
| Zacks Investment Management, Inc. CRD 110897 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zacks Investment Management | Investment management | $68,842 |
| Manning & Napier Advisors Inc | Investment management | $59,326 |
| Standard Valuations | Investment advisory (plan) | $41,400 |
| Umr | Contract administrator | $35,949 |
| Melissa Logan | Employee (plan) | $24,363 |
| Ledbetter Partners Llc | Legal | $10,863 |
| Boyd Watterson | Investment management | $9,946 |
| Osborn Carreiro & Associates | Actuarial | $9,400 |
| Frank N Hestand Cpa Psc | Accounting | $9,000 |