Plumbers Local #63 Annuity Plan
Sponsored by Board Of Trustees Plumbers Local #63 Annuity Plan · EIN 371378834 · Plan #002 · Indianapolis, IN
- Total assets
- $21.3M
- Net assets
- $21.3M
- Active participants
- 179
- With balances
- 203
Plan year beginning 05/01/2024 · Money purchase, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner Institutional, Llc CRD 111964 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mariner Institutional, Llc | Investment advisory (plan), Direct payment from the plan | $25,000 |
| Romolo & Associates, Llc | Accounting, Direct payment from the plan | $11,500 |
| Umr | Contract administrator, Direct payment from the plan | $8,105 |
| Cavanagh & O'hara | Legal, Direct payment from the plan | $7,589 |
| John Hancock Trust Company, Llc | Custodial (securities), Direct payment from the plan, Investment management fees (indirect) | $939 |