Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust
Sponsored by Trustees, Plumbers' & Pipefitters' Local Supplemental Pension Plan & T · EIN 436577917 · Plan #001
- Total assets
- $459M
- Net assets
- $459M
- Active participants
- 4,323
- With balances
- 4,323
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| P&P Welfare Educational Fund | Recordkeeping, Other fees | $235,354 |
| Fidelity Investments | Recordkeeping fees, Account maintenance fees, Direct payment from the plan | $197,992 |
| Anders Minkler Huber & Helm Llp | Accounting, Consulting (general) | $94,628 |
| Hartnett Reyes Jones, Llc | Legal, Direct payment from the plan, Consulting fees | $79,334 |
| Marquette Associates | Investment advisory (plan), Direct payment from the plan | $30,000 |
| Greensfelder, Hemker & Gale | Legal, Direct payment from the plan | $10,922 |
| Hits Scanning | Investment advisory (plan), Direct payment from the plan | $8,422 |
| Charles L. Crane Agency | Insurance services, Investment management fees (indirect) | $0 |