International Association Of Plumbing & Mechanical Officials 401(k) Plan
Sponsored by International Association Of Plumbing & Mechanical Officials · EIN 951603192 · Plan #002
- Total assets
- $84.6M
- Net assets
- $84.6M
- Active participants
- 245
- With balances
- 296
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 |
|---|---|---|
| Pacific Wealth Advisory, Llc CRD 297657 | fuzzy_auto · 94% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pacific Wealth Advisors Dba Pacific | Investment advisory (plan) | $71,713 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $35,693 |
| Empower Advisory Group, Llc | Investment management | $10,290 |
| The Retirement Advisor University I | Investment advisory (plan) | $10,000 |