Steamfitters Local 439 Supplemental Retirement Trust
Sponsored by Steamfitters Local 439 · EIN 371186815 · Plan #002
- Total assets
- $41.8M
- Net assets
- $41.8M
- Active participants
- 136
- With balances
- 189
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ekon Advisors, Llc CRD 281039 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ekon Advisors | Investment advisory (plan), Direct payment from the plan | $47,546 |
| Anders Minkler Huber & Helm Llp | Accounting, Direct payment from the plan | $17,100 |
| Ekon Benefits | Recordkeeping, Consulting (general), Sub-transfer agency fees | $6,784 |
| Hammond And Shinners, P.C. | Direct payment from the plan, Legal | $4,498 |