Retirement Plan Of The Plumbers & Steamfitters Local No 489
Sponsored by Plumbers & Steamfitters Local 489 Pension Trust Fund Trustees · EIN 520580681 · Plan #001
- Total assets
- $27.9M
- Net assets
- $27.9M
- Active participants
- 114
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney, Llc | Custodial (securities), Investment advisory (plan), Securities brokerage | $272,022 |
| Frank Gordon Gerwig & Associates | Plan administrator, Direct payment from the plan | $42,350 |
| Turnbull, Hoover & Kahl Pa | Direct payment from the plan, Accounting | $29,750 |
| Cbiz Benefits And Insurance Service | Direct payment from the plan, Actuarial | $18,575 |
| Beins, Axelrod P.C. | Direct payment from the plan, Legal | $15,040 |
| Kkr Funds | Other services, Other fees | $0 |
| Gqg Partners | Other services, Other fees | $0 |