Peerless Pump Retirement Income Plan
Sponsored by Peerless Pump Company · EIN 050596578 · Plan #200
- Total assets
- $41.0M
- Net assets
- $41.0M
- Active participants
- 106
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Axia Advisory, Llc CRD 107571 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Direct payment from the plan | $94,386 |
| Axia Advisory Corporation | Investment advisory (plan), Direct payment from the plan | $50,000 |
| Mechela Anderson | Plan administrator, Direct payment from the plan, Recordkeeping | $31,865 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $22,050 |
| Ogletree,Deakins,Nash,Smoak&Steward | Direct payment from the plan, Legal | $20,633 |
| U.S. Bank National Association | Trustee (directed), Consulting fees, Recordkeeping fees | $20,306 |