Ua Plumbers Local 24 Pension Fund
Sponsored by Plumbers Pension Fund Local 24 Board Of Trustees · EIN 226042823 · Plan #001
- Total assets
- $208M
- Net assets
- $208M
- Active participants
- 569
- 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 |
|---|---|---|
| Eagle Capital Management, Llc CRD 110177 | deterministic · 100% | 2024 |
| Wcm Investment Management, Llc CRD 104702 | deterministic · 100% | 2024 |
| Crawford Investment Counsel Inc CRD 110271 | deterministic · 100% | 2024 |
| Manning & Napier Advisors, Llc CRD 105992 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| I E Shaffer & Co | Plan administrator, Direct payment from the plan | $168,886 |
| J P Morgan Investment Advisors | Investment management fees (direct) | $119,295 |
| Eagle Capital Management | Investment management | $117,597 |
| Sage Advisory | Investment management fees (direct) | $97,505 |
| Wcm Investment Management Llc | Investment management | $96,873 |
| Plumbers Local Union No. 24 | Contract administrator, Direct payment from the plan | $74,657 |
| Crawford Investment Counsel, Inc | Investment management | $70,358 |
| Weaver C. Barksdale & Associates | Investment management fees (direct) | $68,325 |
| The Union Labor Life Insurance Co | Investment management, Investment management fees (direct), Investment management fees (indirect) | $59,614 |
| Da Gerson, Cpa & Advisors | Accounting, Direct payment from the plan | $59,115 |
| Basil Castrovinci Associates | Actuarial | $51,146 |
| Amalgamated Bank | Custodial (securities) | $49,797 |
| Morgan Stanley Graystone | Investment management | $34,000 |
| Manning And Napier Advisors | Investment management | $33,110 |
| Lindabury Mccormick & Estabrook | Legal | $24,615 |
| Oransky, Scaraggi, Borg & Abbammont | Legal | $19,806 |
| Zazzali, Fagella, Nowak, Et Al | Legal | $11,000 |
| The Northern Trust Company | Investment management fees (direct) | $9,693 |