Plumbers & Steamfitters Local 577 Annuity Plan
Sponsored by Board Of Trustees Plumbers & Steamfitters 577 Annuity Plan · EIN 316134953 · Plan #002
- Total assets
- $23.3M
- Net assets
- $23.3M
- Active participants
- 358
- With balances
- 427
Plan year beginning 09/01/2024 · 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 |
|---|---|---|
| John Hancock Retirement Plan Srvs | Recordkeeping | $42,739 |
| Merrill Lynch Life Agency | Investment advisory (plan) | $42,121 |
| Umr | Contract administrator | $30,545 |
| Herzfeld Suetholz Gastel Leniski | Legal | $6,924 |
| Frank N Hestand Cpa Psc | Accounting | $6,000 |