Plumbers' Retirement Savings Fund, Local 130, U.A.
Sponsored by Board Of Trustees For The Plumber's Retirement Savings Fund, Local 130 · EIN 860928669 · Plan #003
- Total assets
- $449M
- Net assets
- $448M
- Active participants
- 5,911
- With balances
- 5,268
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 |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Investment management fees (direct), Recordkeeping fees | $194,444 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $46,907 |
| Denise Delhaye | Employee (plan) | $38,885 |
| Laner Muchin Ltd. | Legal | $36,381 |
| Joseph Ohm | Plan administrator, Employee (plan) | $33,812 |
| Gregorio, Stec, Klein & Hose Llc | Legal | $30,190 |
| Marquette Associates, Inc | Investment advisory (plan) | $25,000 |
| Bridgeway Benefit Technologies Llc | Recordkeeping, Consulting (general), Other services | $17,011 |
| Amalgamated Bank Of Chicago | Custodial (securities), Investment management fees (indirect), Float revenue | $2,529 |