United Association Of Plumbers And Pipefitters Local 693 Annuity Fund
Sponsored by Trustees United Association Of Plumbers And Pipefitters Local 693 Annu · EIN 030320580 · Plan #002
- Total assets
- $19.0M
- Net assets
- $18.9M
- Active participants
- 262
- With balances
- 287
Plan year beginning 05/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping, Custodial (securities), Direct payment from the plan | $49,611 |
| Local 693 Business Office | Other fees, Direct payment from the plan | $15,031 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $11,002 |
| Morgan Stanley Global Banking Opera | Investment management, Direct payment from the plan | $10,000 |
| Ibew Local 300 Health & Welfare Fd | Contract administrator, Direct payment from the plan | $9,979 |