PFM ADVISORS
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
36
Active participants
29,403
Total plan assets
$3.3B
Filings (rows)
36
Direct comp
$2.6M
Indirect comp
$0
SERVICES PROVIDED
Other36
Top plans served
All 36 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PLUMBERS AND PIPEFITTERS LOCAL 520 PENSION PLAN PLUMBERS AND PIPEFITTERS LOCAL 520 PENSION PLAN | TROY, MI | Other NONE | 972 | $301.4M | $320K |
| IBEW LOCAL UNION 269 ANNUITY FUND IBEW LOCAL UNION 269 ANNUITY FUND | WEST TRENTON, NJ | Other NONE | 989 | $298.1M | $30K |
| PLUMBERS AND PIPEFITTERS LOCAL 520 PENSION PLAN PLUMBERS AND PIPEFITTERS LOCAL 520 PENSION PLAN | TROY, MI | Other NONE | 975 | $277.1M | $246K |
| IBEW LOCAL UNION 269 ANNUITY FUND IBEW LOCAL UNION 269 ANNUITY FUND | WEST TRENTON, NJ | Other NONE | 937 | $268.2M | $30K |
| PLUMBERS AND PIPEFITTERS LOCAL 520 PENSION PLAN PLUMBERS AND PIPEFITTERS LOCAL 520 PENSION PLAN | TROY, MI | Other NONE | 959 | $252.4M | $270K |
| IBEW LOCAL UNION 269 ANNUITY FUND IBEW LOCAL UNION 269 ANNUITY FUND | WEST TRENTON, NJ | Other NONE | 868 | $243.1M | $30K |
| IBEW LOCAL 269 PENSION FUND IBEW LOCAL 269 PENSION PLAN | WEST TRENTON, NJ | Other NONE | 858 | $220.3M | $30K |
| IBEW LOCAL 269 PENSION FUND IBEW LOCAL 269 PENSION PLAN | WEST TRENTON, NJ | Other NONE | 820 | $199.8M | $30K |
| I B E W LOCAL 269 PENSION FUND I B E W LOCAL 269 PENSION PLAN | WEST TRENTON, NJ | Other NONE | 914 | $174.6M | $30K |
| JOINT BOARD OF TRUSTEES ROOFERS UNION LOCAL 30 ROOFERS UNION LOCAL 30 COMBINED ANNUITY FUND | TROY, MI | Other NONE | 1,985 | $111.9M | $70K |
| JOINT BOARD OF TRUSTEES ROOFERS UNION LOCAL 30 ROOFERS UNION LOCAL 30 COMBINED ANNUITY FUND | TROY, MI | Other NONE | 2,045 | $106.2M | $66K |
| LABORERS' LOCAL NO. 1174 PENSION FUND LABORERS' LOCAL NO. 1174 PENSION FUND | HARRISBURG, PA | Other NONE | 366 | $103.7M | $39K |
| JOINT BOARD OF TRUSTEES ROOFERS UNION LOCAL 30 ROOFERS UNION LOCAL 30 COMBINED ANNUITY FUND | TROY, MI | Other NONE | 2,061 | $95.3M | $62K |
| IBEW LOCAL NO. 143 PENSION PLAN IBEW LOCAL NO. 143 PENSION PLAN | PITTSBURGH, PA | Other NONE | 365 | $80.5M | $48K |
| IBEW 143 BENEFIT FUNDS - PENSION FUND 143 IBEW BENEFIT FUNDS - PENSION FUND | HARRISBURG, PA | Other NONE | 354 | $74.9M | $183K |
| IBEW 143 BENEFIT FUNDS - PENSION FUND 143 IBEW BENEFIT FUNDS - PENSION FUND | HARRISBURG, PA | Other NONE | 356 | $68.7M | $183K |
| TRUSTEES OF SUSQUEHANNA LABORERS COMBINED PENSION FUND SUSQUEHANNA LABORERS COMBINED PENSION FUND | PLYMOUTH MEETING, PA | Other NONE | 173 | $58.8M | $149K |
| TRUSTEES OF SUSQUEHANNA LABORERS COMBINED PENSION FUND SUSQUEHANNA LABORERS COMBINED PENSION FUND | PLYMOUTH MEETING, PA | Other NONE | 307 | $56.6M | $117K |
| TRUSTEES OF SUSQUEHANNA LABORERS COMBINED PENSION FUND SUSQUEHANNA LABORERS COMBINED PENSION FUND | HARRISBURG, PA | Other NONE | 294 | $54.8M | $105K |
| IBEW LOCAL NO. 229 PENSION FUND IBEW LOCAL NO. 229 PENSION FUND | SALEM, VA | Other NONE | 228 | $45.4M | $138K |
| IBEW LOCAL NO. 229 PENSION FUND IBEW LOCAL NO. 229 PENSION FUND | SALEM, VA | Other NONE | 238 | $41.0M | $124K |
| IBEW LOCAL NO. 229 PENSION FUND IBEW LOCAL NO. 229 PENSION FUND | SALEM, VA | Other NONE | 227 | $35.5M | $115K |
| JOINT BOARD OF TRUSTEES ROOFERS UNION LOCAL 30 ROOFERS UNION LOCAL 30 COMBINED HEALTH AND WELFARE FUND | TROY, MI | Other NONE | 632 | $31.5M | $6K |
| JOINT BOARD OF TRUSTEES ROOFERS UNION LOCAL 30 ROOFERS UNION LOCAL 30 COMBINED HEALTH AND WELFARE FUND | TROY, MI | Other NONE | 644 | $25.6M | $8K |
| JOINT BOARD OF TRUSTEES ROOFERS UNION LOCAL 30 ROOFERS UNION LOCAL 30 COMBINED HEALTH AND WELFARE FUND | TROY, MI | Other NONE | 645 | $22.5M | $8K |
| IBEW LOCAL 143 HEALTH & WELFARE FUND IBEW LOCAL 143 HEALTH & WELFARE FUND | HARRISBURG, PA | Other NONE | 411 | $17.2M | $9K |
| IBEW 143 BENEFIT FUNDS-HEALTH & WELFARE FUND 143 IBEW BENEFIT FUNDS HEALTH & WELFARE FUND | HARRISBURG, PA | Other NONE | 372 | $16.1M | $34K |
| IBEW 143 BENEFIT FUNDS-HEALTH & WELFARE FUND 143 IBEW BENEFIT FUNDS HEALTH & WELFARE FUND | HARRISBURG, PA | Other NONE | 356 | $14.5M | $34K |
| I.B.E.W 269 SUPPLEMENTAL FUND SUPPLEMENTAL FUND IBEW LOCAL UNION 269 WELFARE AND SUPPLEMENTAL FUND | WEST TRENTON, NJ | Other NONE | 804 | $13.6M | $5K |
| I.B.E.W 269 SUPPLEMENTAL FUND SUPPLEMENTAL FUND IBEW LOCAL UNION 269 WELFARE AND SUPPLEMENTAL FUND | WEST TRENTON, NJ | Other NONE | 797 | $10.9M | $5K |
| RETAIL WHOLESALE DEPARTMENT STORE DEFINED CONTRIBUTION PENSION PLAN RETAIL WHOLESALE DEPARTMENT STORE UNION LOCAL 1034 DEFINED CONTRIBUTION PENSION PLAN | WAYNE, PA | Other NONE | 2,253 | $4.3M | $17K |
| RETAIL WHOLESALE DEPARTMENT STORE DEFINED CONTRIBUTION PENSION PLAN RETAIL WHOLESALE DEPARTMENT STORE UNION LOCAL 1034 DEFINED CONTRIBUTION PENSION PLAN | WAYNE, PA | Other NONE | 2,321 | $4.1M | $17K |
| RETAIL WHOLESALE DEPARTMENT STORE DEFINED CONTRIBUTION PENSION PLAN RETAIL WHOLESALE DEPARTMENT STORE UNION LOCAL 1034 DEFINED CONTRIBUTION PENSION PLAN | WAYNE, PA | Other NONE | 2,265 | $3.9M | $16K |
| RETAIL WHOLESALE DEPT STORE UNION LOCAL 1034 HEALTH AND WELFARE PLAN RETAIL WHOLESALE DEPT STORE UNION LOCAL 1034 HEALTH AND WELFARE | WAYNE, PA | Other NONE | 311 | $1.1M | $3K |
| RETAIL WHOLESALE DEPT STORE UNION LOCAL 1034 HEALTH AND WELFARE PLAN RETAIL WHOLESALE DEPT STORE UNION LOCAL 1034 HEALTH AND WELFARE | WAYNE, PA | Other NONE | 301 | $974K | $2K |
| RETAIL WHOLESALE DEPT STORE UNION LOCAL 1034 HEALTH AND WELFARE PLAN RETAIL WHOLESALE DEPT STORE UNION LOCAL 1034 HEALTH AND WELFARE | WAYNE, PA | Other NONE | — | $866K | $2K |