Steamfitters Local 602 Retirement Savings Plan Savings Plan
Sponsored by Board Of Trustees Steamfitters Local 602 Retirement Savings Plan · EIN 522187219 · Plan #001
- Total assets
- $522M
- Net assets
- $522M
- Active participants
- 5,806
- With balances
- 6,127
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co. | Recordkeeping fees | $311,348 |
| O'donoghue And O'donoghue | Legal | $80,420 |
| Wpas, Inc. | Contract administrator, Direct payment from the plan | $73,000 |
| Sarfino And Rhoades, Llp | Accounting | $46,874 |
| Gallagher Fiduciary Advisors, Llc | Investment advisory (plan) | $37,321 |
| Segal Select Insurance Services Inc | Insurance brokerage commissions | $21,328 |
| Zenith American Solutions | Contract administrator | $18,745 |
| The Segal Company (Eastern States) | Consulting (general) | $8,893 |
| American Funds | Investment management fees (indirect) | $0 |
| American Funds | Investment management fees (indirect) | $0 |
| Columbia | Investment management fees (indirect) | $0 |
| American Century | Investment management fees (indirect) | $0 |
| Nationwide | Investment management fees (indirect) | $0 |
| Fidelity Investments | Investment management fees (indirect) | $0 |
| Carillon Family Of Funds | Investment management fees (indirect) | $0 |
| Putnam | Investment management fees (indirect) | $0 |
| Fidelity Investments | Investment management fees (indirect) | $0 |
| Massachusetts Mutual Life Insurance | Other investment fees and expenses, Investment management fees (indirect), Sub-transfer agency fees | $0 |