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Plumbers And Pipefitters Local Union 172 Voluntary 401 K Plan

Sponsored by Board Of Trustees Of Plumbers And Pipefitters Local Union 172 · EIN 351971399 · Plan #001

Total assets
$13.9M
Net assets
$13.9M
Active participants
470
With balances
321

Plan year beginning 04/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Captrust Investment advisory (plan), Direct payment from the plan $32,500
John Hancock Contract administrator, Investment advisory (participants), Investment advisory (plan) $27,667
Legacy Professionals Llp Accounting, Recordkeeping, Direct payment from the plan $22,272
Benefits Management Group, Inc. Contract administrator, Direct payment from the plan $11,859
Bpas Contract administrator, Investment advisory (participants), Investment advisory (plan) $11,702
Johnson And Krol Llc Legal, Direct payment from the plan $8,538
Hunt Insurance Group Insurance agents and brokers, Direct payment from the plan $6,879