Plumbers Pipefitters & Mechanical Equipment Service Local Union No. 392 Supplemental Retirement Plan
Sponsored by Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392 · EIN 842587991 · Plan #001
- Total assets
- $26.1M
- Net assets
- $26.0M
- Active participants
- 1,791
- With balances
- 1,791
Plan year beginning 06/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys | Recordkeeping | $50,962 |
| Captrust | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $41,667 |
| American Graphics | Copying and duplicating | $25,670 |
| Kelley Galloway Smith Goolsby, Psc | Accounting | $18,000 |
| Johnson & Krol | Legal | $8,492 |
| Pnc Bank, National Association | Custodial (securities) | $6,119 |
| Bridgeway Benefit Technologies | Other services | $5,995 |
| Segal Select Insurance Services | Consulting fees | $1,436 |