Steamfitters Local Union No. 420 Srp
Sponsored by Bd Of Tees Of Steamfitters Lu No 420 Srp · EIN 232495379 · Plan #002
- Total assets
- $728M
- Net assets
- $727M
- Active participants
- 6,827
- With balances
- 5,880
Plan year beginning 01/01/2024 · Profit-sharing, 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 | Recordkeeping fees | $762,067 |
| Zenith American Solutions,Inc | Contract administrator | $147,726 |
| Morgan Stanley Wealth Mgmt | Investment management | $76,385 |
| Daniel A. Winters & Company, Cpas | Accounting | $65,319 |
| Employee A | Employee (plan) | $55,284 |
| Employee B | Employee (plan) | $45,505 |
| Cleary & Josem Llp | Legal | $40,945 |
| Steamfitters Lu 420 Building Fund | Other fees | $29,095 |
| Kang Haggerty & Fetbroyt | Legal | $22,568 |
| Kennedy Printing Co. | Copying and duplicating | $5,435 |
| J. A Mariano Agency, Inc | Insurance agents and brokers | $0 |