AUMdb

Plumbers & Pipefitters Local No. 45 Retirement Savings Plan

Sponsored by Plumbers & Pipefitters Local No.45 Union No. 45 Retirement Plan · EIN 510165113 · Plan #002

Total assets
$12.2M
Net assets
$12.2M
Active participants
195
With balances
195

Plan year beginning 04/01/2024 · Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Cottonwood Ventures, Llc CRD 322366 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Co Of Am Account maintenance fees $46,763
Commerce Bank Investment advisory (participants) $34,082
Deboer & Associates, Pc Accounting $12,060
Blake & Uhlig Legal $7,667
Cottonwood Advisors, Llc Investment advisory (plan) $5,848