Investment Peformance Services

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

20,318

Total plan assets

$166.7M

Filings (rows)

Direct comp

$269K

Indirect comp

SERVICES PROVIDED

Other service providers4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Plumbers and Steamfitters Local #486 Medical Fund Plumbers and Steamfitters Local #486 Medical Fund · all filings	COLUMBIA, MD	Other service providers	1,636	$43.7M	$89K	$0
JT. BD. of Trustees of the Unite HERE! Local 54 Unite HERE! Local 54 Severance Fund · all filings	MOUNT LAUREL, NJ	Other service providers	6,047	$41.2M	$60K	$0
JT. BD. of Trustees of the Unite HERE! Local 54 Unite HERE! Local 54 Severance Fund · all filings	MOUNT LAUREL, NJ	Other service providers	6,904	$41.0M	$60K	$0
JT. BD. of Trustees of the Unite HERE! Local 54 Unite HERE! Local 54 Severance Fund · all filings	MOUNT LAUREL, NJ	Other service providers	5,731	$40.9M	$60K	$0