AUMdb

Plumbers & Pipefitters Local 653 Pension Fund

Sponsored by Trustees Of The Plumbers And Pipefitters Local 653 Pension Fund · EIN 363378963 · Plan #001

Total assets
$16.5M
Net assets
$16.4M
Active participants
82
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Ekon Advisors, Llc CRD 281039 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ekon Advisors Investment advisory (plan), Direct payment from the plan $31,049
Ekon Benefits Actuarial, Consulting (pension), Recordkeeping $30,625
Plumbers & Pipefitters Local 653 Plan administrator, Direct payment from the plan $8,501
Scheffel Boyle Accounting, Direct payment from the plan $8,250