U.A. Plumbers & Steamfitters Defined Contribution And 401(k) Plan Of Texas
Sponsored by U.A. Plumbers & Steamfitters Defined Contribution And 401(k) Plan Of T · EIN 311524293 · Plan #001
- Total assets
- $37.5M
- Net assets
- $37.5M
- Active participants
- 5,316
- With balances
- 5,316
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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Comsal Inc | Recordkeeping, Direct payment from the plan | $183,338 |
| Southwest Service Administrator | Contract administrator, Direct payment from the plan | $108,876 |
| Rbc Capital Markets | Investment advisory (participants), Direct payment from the plan | $87,521 |
| Harper & Pearson Company, P.C. | Accounting, Direct payment from the plan | $73,000 |
| Conner & Winters, Llp | Legal, Direct payment from the plan | $27,488 |