Plumbers & Pipefitters Lu 286 Money Purchase Plan
Sponsored by Plumbers & Pipefitters Lu 286 Money Purchase Plan · EIN 742748987 · Plan #002
- Total assets
- $197M
- Net assets
- $197M
- Active participants
- 3,482
- With balances
- 3,523
Plan year beginning 07/01/2024 · Money purchase, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard Asset Managment | Recordkeeping, Participant communication, Other fees | $295,792 |
| Southwest Service Administrators | Plan administrator, Direct payment from the plan | $95,651 |
| Rbc Wealth Management | Trustee (institutional), Direct payment from the plan | $60,000 |
| Conner & Winters | Legal, Direct payment from the plan | $23,381 |
| Cliftonlarsonallen, Llp | Accounting, Direct payment from the plan | $15,975 |
| Edwards And Leathers, P.C. | Accounting, Direct payment from the plan | $14,000 |