Plumbers Retirement Fund
Sponsored by Board Of Trustees Plumbers Local 27 Retirement Fund · EIN 256110016 · Plan #001
- Total assets
- $131M
- Net assets
- $130M
- Active participants
- 668
- With balances
- 889
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Trust Company | Custodial (securities) | $58,019 |
| Cds Administrators | Contract administrator | $48,500 |
| Segal Marco Advisors | Investment advisory (plan) | $35,000 |
| Cypher & Cypher | Accounting | $9,165 |
| Jubelirer Pass & Intrieri P.C. | Legal | $7,077 |