AUMdb

Sprinkler Fitters And Apprentices Local 704 Defined Contribution Pension Fund Plan

Sponsored by Sprinkler Fitters And Apprentices Local 704 · EIN 352328542 · Plan #001 · Lansing, MI

Total assets
$98.3M
Net assets
$98.2M
Active participants
502
With balances
570

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Advisory Group, Llc Investment management $207,580
Sprinkler Fitters & Apprentices Dc Plan administrator, Other fees $143,130
Empower Annuity Ins. Co. Of America Recordkeeping fees, Contract administrator, Recordkeeping $58,440
Asher Kelly Legal, Direct payment from the plan $50,735
Merrill Lynch Wealth Management Investment advisory (plan), Other services, Direct payment from the plan $50,000
Tic International Corporation Contract administrator, Plan administrator, Direct payment from the plan $31,100
Walter, Boesky & Associates Pc Accounting, Direct payment from the plan $15,200
Massachusetts Mutual Life Insurance Investment management fees (indirect), Sub-transfer agency fees, Float revenue $14,889
American Funds Investment management fees (indirect) $0
Janus Henderson Investment management fees (indirect) $0
Nuveen Investment management fees (indirect) $0
Pimco Investment management fees (indirect) $0
Putnam Investment management fees (indirect) $0
Blackrock Investment management fees (indirect) $0
Tiaa Cref Investment management fees (indirect) $0
American Century Accounting $0
Fidelity Investments Investment management fees (indirect) $0
Fidelity Investments Investment management fees (indirect) $0
Mfs Investment Management Investment management fees (indirect) $0
Allspring Global Investment Investment management fees (indirect) $0
Alliance Bernstein Investment management fees (indirect) $0
Tcw Investment Mgmt Co. Investment management fees (indirect) $0
Victory Capital Management Inc Investment management fees (indirect) $0