AUMdb

Northern California Pipe Trades Supplemental 401(k) Retirement Plan

Sponsored by Board Of Trustees Northern Cali. Pipe Trades Pension Trust · EIN 943190386 · Plan #002

Total assets
$569M
Net assets
$569M
Active participants
2,299
With balances
4,259

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

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
U.A. Local 342 Joint Mgmt Coop Com Contract administrator, Direct payment from the plan $355,826
Matrix Trust Company Trustee (directed), Direct payment from the plan, Float revenue $124,577
Mammini Company, Inc. Consulting (pension), Investment advisory (participants), Investment advisory (plan) $88,543
John Hancock Retirement Plan Svcs Other services, Direct payment from the plan, Float revenue $88,109
Neyhart, Anderson, Flynn & Grosboll Legal, Direct payment from the plan $50,112
Withumsmith+Brown, Pc Accounting, Direct payment from the plan $33,683
Lifestatus360, Llc Other services, Direct payment from the plan $13,717
Print2 Assist, Inc. Copying and duplicating, Direct payment from the plan $12,813
Miller Kaplan Arase, Llp Other services, Direct payment from the plan $6,500
Bridgeway Benefit Technologies Other services, Direct payment from the plan $6,000
Stephen Horn Insurance Services Insurance brokerage commissions $0