Plumbers And Pipefitters Local 551 Pension Plan
Sponsored by Plumbers And Pipefitters Local 551 · EIN 371136405 · Plan #001
- Total assets
- $47.4M
- Net assets
- $47.4M
- Active participants
- 136
- With balances
- 212
Plan year beginning 07/01/2024 · 401(k)
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 |
|---|---|---|
| Plumbers & Pipefitters Local 551 | Trustee (discretionary) | $72,000 |
| Ekon Advisors | Investment advisory (plan) | $59,527 |
| Ekon Benefits | Claims processing | $8,360 |
| Mertz Insurance | Insurance services | $5,750 |
| Grabel Schnieders Hollman & Co | Accounting | $2,065 |