Local 441 Plumbers & Pipefitters Retirement Plan
Sponsored by Plumbers & Pipefitters Local Union No. 441 · EIN 486178607 · Plan #001
- Total assets
- $84.2M
- Net assets
- $84.1M
- Active participants
- 725
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Redstone Advisors Inc CRD 107699 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bmgi | Direct payment from the plan, Contract administrator | $163,500 |
| Cbiz | Direct payment from the plan, Investment management, Investment advisory (plan) | $121,967 |
| Spencer Fane, Llp | Direct payment from the plan, Legal | $120,747 |
| Mccloud Consulting Group | Direct payment from the plan, Actuarial | $63,301 |
| Central Trust & Investment Company | Direct payment from the plan, Custodial (securities) | $52,635 |
| Emprise Bank | Direct payment from the plan, Custodial (securities) | $50,237 |
| Morrow & Co., Llc | Direct payment from the plan, Accounting | $30,751 |
| Redstone Advisors | Direct payment from the plan, Investment management | $22,586 |
| Wasmer Schroeder & Co. | Direct payment from the plan, Investment management | $19,617 |
| Union Insurance Group | Direct payment from the plan, Insurance agents and brokers | $12,084 |
| Sommers & Fahrenbach | Direct payment from the plan, Copying and duplicating, Other fees | $8,764 |