AUMdb

Pipefitters And Plumbers Local No. 524 Pension And Annuity Plan

Sponsored by United Association Of Journeyman & Apprentice Pipefitters Local 524 · EIN 231992413 · Plan #001 · Scranton, PA

Total assets
$53.7M
Net assets
$53.7M
Active participants
581
With balances
644

Plan year beginning 07/01/2024 · 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).

Firm Match Plan year
Investment Performance Services Llc CRD 105527 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Investment Performance Services Llc Investment advisory (plan), Investment management fees (direct) $76,668
Empower Annuity Insurance Company Contract administrator, Recordkeeping, Participant loan processing $55,482
Alan Ross And Company, Pc Accounting, Direct payment from the plan $13,000
Odonoghue & Odonoghue Legal, Direct payment from the plan $7,745