Plumbers Union Local No 12 Annuity Plan
Sponsored by Plumbers Union Local No. 12 Annuit · EIN 042621293 · Plan #002
- Total assets
- $332M
- Net assets
- $332M
- Active participants
- 2,626
- With balances
- 2,314
Plan year beginning 09/01/2024 · Money purchase, Total participant-directed account, Default investment account (QDIA)
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 |
|---|---|---|
| Fidelity Investments | Securities brokerage commissions, Investment management fees (indirect), Direct payment from the plan | $642,030 |
| Manzi & Associates, Llc | Accounting, Direct payment from the plan | $37,151 |
| Robert Cheverie | Legal, Direct payment from the plan | $28,787 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $27,813 |
| Employee C | Employee (plan) | $25,836 |
| Employee D | Employee (plan) | $18,086 |
| Employee A | Employee (plan) | $9,144 |
| Employee B | Employee (plan) | $6,667 |