Plumbers Local 55 Defined Contribution Retirement Plan
Sponsored by Board Of Trustees Of Plumbers Local 55 Defined Contribution Retirement · EIN 204805291 · Plan #001
- Total assets
- $41.1M
- Net assets
- $41.0M
- Active participants
- 914
- With balances
- 865
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc. | Investment advisory (plan) | $73,496 |
| Cds Administrators, Inc. | Plan administrator | $37,298 |
| Faulkner, Hoffman & Phillips, Llc | Legal | $18,605 |
| Ciuni And Panichi | Accounting | $17,941 |