Steamfitters Surety Fund Local Union No 475
Sponsored by Board Of Trustees Steamfitters Surety Fund Local 475 · EIN 222351695 · Plan #004
- Total assets
- $175M
- Net assets
- $174M
- Active participants
- 1,582
- With balances
- 1,653
Plan year beginning 01/01/2024 · Profit-sharing, Partial participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees, Direct payment from the plan | $28,597 |
| Mspc Cpas & Advisors, P.C. | Accounting, Direct payment from the plan | $24,791 |
| Reynolds Consulting Services, Llc | Investment advisory (plan), Direct payment from the plan | $23,669 |
| Larry Magarik, Esq | Legal, Direct payment from the plan | $11,370 |
| Lindabury, Mccormick, Estabrook | Legal, Direct payment from the plan | $7,854 |
| Massachusetts Mutual Life Ins Co | Investment management fees (indirect), Other investment fees and expenses | $0 |
| Ab Funds | $0 | |
| American Century | Investment management fees (indirect) | $0 |
| American Century | Investment management fees (indirect) | $0 |
| American Funds | Investment management fees (indirect) | $0 |
| Fidelity Investments | Investment management fees (indirect) | $0 |
| Mfs Investment Management | Investment management fees (indirect) | $0 |
| T. Rowe Price | Investment management fees (indirect) | $0 |
| T. Rowe Price | Investment management fees (indirect) | $0 |
| Vanguard | Investment management fees (indirect) | $0 |
| Vanguard | Investment management fees (indirect) | $0 |
| Carillon Eagle | Investment management fees (indirect) | $0 |