Plumbers And Steamfitters Local 521 Annuity Fund
Sponsored by Plumbers And Steamfitters Local 521 Annuity Fund · EIN 261357595 · Plan #001 · Ona, WV
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 154
- With balances
- 418
Plan year beginning 07/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Standard Valuations Inc CRD 112413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Peoples Bank | Custodial (other) | $107,067 |
| Standard Valuations | Investment advisory (plan) | $12,000 |
| Harris, Hardin & Company, A.C. | Accounting | $10,990 |
| American Benefit Corporation | $8,100 |