Bricklayers And Stonemasons Local Union 2 Pension Plan
Sponsored by Trustees Of Bricklayers And Stonemasons Local Union 2 Pension Plan · EIN 546124583 · Plan #001
- Total assets
- $9.6M
- Net assets
- $9.5M
- Active participants
- 34
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Stacey Braun Associates Inc CRD 105056 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stacy Braun Aasociates Inc | Investment management, Investment management fees (direct), Soft dollars commissions | $68,190 |
| Savasta & Company Inc | Actuarial, Direct payment from the plan | $37,666 |
| Lawrence C. Musgrove Associates | Recordkeeping, Direct payment from the plan | $30,000 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $16,452 |
| Principal Trust Company | Investment management, Investment management fees (direct) | $8,085 |
| O'donoghue & O'donoghue | Legal, Direct payment from the plan | $5,098 |