I.A.T.S.E. Local Union No 51 Defined Contribution Pension Plan
Sponsored by I.A.T.S.E. Local Union No 51 · EIN 741389651 · Plan #001 · Houston, TX
- Total assets
- $20.8M
- Net assets
- $20.8M
- Active participants
- 678
- With balances
- 705
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Portfolio Advisory Council, L.L.C. CRD 107465 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| I.A.T.S.E. Local Union No. 51 | Other fees | $62,000 |
| Empower Annuity Insurance Company | Recordkeeping fees | $31,714 |
| Portfolio Advisory Council Llc | Investment advisory (plan) | $27,340 |
| Frierson, Sola, Simonton & Kutac, P | Accounting | $11,640 |