AUMdb

Plumbers & Pipefitters Local 160 Retirement Plan

Sponsored by Plumbers & Pipefitters Local 160 Retirement Plan · EIN 376106411 · Plan #001

Total assets
$47.7M
Net assets
$47.7M
Active participants
177
With balances
223

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 $64,123
Grabel Schnieders Hollman & Co Cpa Accounting $11,068
Amvescap National Trust Co Investment management fees (direct) $9,736
Plumbers & Pipefitters Local 160 Contract administrator $7,200
Ekon Benefits Recordkeeping, Participant communication, Sub-transfer agency fees $0