Plumbers And Steamfitters Local 440 Defined Contribution Plan
Sponsored by Trustees Of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund · EIN 352078254 · Plan #001
- Total assets
- $198M
- Net assets
- $198M
- Active participants
- 3,535
- With balances
- 3,604
Plan year beginning 06/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner Institutional, Llc CRD 111964 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group | Recordkeeping, Custodial (other), Direct payment from the plan | $160,546 |
| S.C. Miller & Company | Contract administrator, Direct payment from the plan | $85,360 |
| Mariner Institutional | Custodial (other), Direct payment from the plan, Investment advisory (plan) | $42,000 |
| L.M. Henderson & Co., Llp | Accounting, Direct payment from the plan | $15,115 |
| Johnson & Krol | Legal, Direct payment from the plan | $14,253 |
| Regions Bank | Investment advisory (plan), Investment management fees (direct), Trustee (institutional) | $14,020 |
| Black Horse Enterpises Llc | Copying and duplicating, Direct payment from the plan | $7,988 |