Plumbers Local Union No. 200 Supplemental Vested Annuity Fund
Sponsored by Plumbers Local Union No. 200 Supplemental Vested Annuity Fund · EIN 113124801 · Plan #002
- Total assets
- $81.3M
- Net assets
- $81.3M
- Active participants
- 712
- With balances
- 1,627
Plan year beginning 07/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Invesco Canada Ltd. CRD 126572 | deterministic · 100% | 2024 |
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Plu No. 200 Welfare Fund | Other services | $56,912 |
| Empower Annuity Insurance Company | Investment management, Investment management fees (direct) | $55,324 |
| Intercontinental Real Estate Corp | Investment management fees (direct), Investment management | $48,237 |
| Invesco | Investment management, Investment management fees (direct), Soft dollars commissions | $34,816 |
| Archer, Byington, Glennon & Levine | Legal, Direct payment from the plan | $19,050 |
| Quan Vest Consultants | Investment management, Investment management fees (direct) | $18,720 |
| Citrin Cooperman & Company Llp | Accounting, Direct payment from the plan | $9,021 |
| Kmr Systems Corp | Other services, Direct payment from the plan | $8,642 |