AUMdb

Plumbers & Pipefitters Union Local 178 Money Purchase Plan

Sponsored by Plumbers & Pipefitters Union Local No. 178 · EIN 431642796 · Plan #001

Total assets
$25.0M
Net assets
$25.0M
Active participants
322
With balances
489

Plan year beginning 01/01/2024 · Money purchase

Linked investment advisers

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

Firm Match Plan year
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanley Investment management $169,120
Qualified Benefits Consultants Inc Recordkeeping, Valuation, Consulting (general) $18,215
Plumbers 178 General Fund Plan administrator $9,388
The Whitlock Company Accounting $9,000
Mertz Insurance Insurance services $6,879