Plumbers And Pipefitters Local Union No. 396 Security Plan
Sponsored by Plumbers & Pipefitters Local 396 Security Plan Board Of Trustees · EIN 346638626 · Plan #001
- Total assets
- $30.9M
- Net assets
- $30.9M
- Active participants
- 628
- With balances
- 647
Plan year beginning 04/01/2024 · Money purchase, 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 |
|---|---|---|
| John Hancock Retirement Plan Servic | Recordkeeping, Investment management, Trustee (directed) | $54,549 |
| Morgan Stanley | Consulting (general) | $45,000 |
| Benesys, Inc. | Recordkeeping, Contract administrator | $38,648 |
| Plumbers Local 396 Combined Funds | Other fees | $13,062 |
| Yurchyk & Davis Cpa's Inc | Accounting | $8,900 |
| Faulkner, Hoffman & Phillips | Legal | $8,854 |