Pipe Fitters Association L.U. 597, U.A. 401(k) Pla
Sponsored by Trustees Of Pipe Fitters Association Local 597 · EIN 361820310 · Plan #002
- Total assets
- $2.5B
- Net assets
- $2.5B
- Active participants
- 9,410
- With balances
- 10,101
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 |
|---|---|---|
| Strategic Capital Investment Advisors Inc CRD 107772 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $179,437 |
| Johnson & Krol, Llc | Legal | $60,411 |
| Strategic Capital Investment Adv. | Investment advisory (plan) | $46,500 |
| Phil Hayes | Employee (plan) | $41,545 |
| Legacy Professionals Llp | Accounting | $29,747 |
| Bridgeway Benefit Technologies Llc | Other services | $22,302 |
| Amalgamated Bank Of Chicago | Trustee (institutional), Float revenue | $9,704 |
| Morgan, Lewis & Bockius Llp | Legal | $7,694 |
| Segal Select Insurance | Insurance brokerage commissions | $0 |