Plumbing & Heating Wholesalers Retirement Income Plan For The Benefit Of Shopmen's Division Of Pipe Fitters' Association, Local 597
Sponsored by Shopmens Division Local 597 Joint Board Of Trustees · EIN 366511016 · Plan #001
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 137
- With balances
- 0
Plan year beginning 01/01/2024
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 |
| Washington Capital Management Inc CRD 105253 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Segal Company | Actuarial | $38,185 |
| Strategic Capital Investment Adv. | Investment advisory (plan) | $33,500 |
| Comerica | Custodial (securities), Other investment fees and expenses | $9,810 |
| Legacy Professionals Llp | Accounting | $8,500 |
| Washington Capital | Investment management | $7,517 |
| Johnson & Krol, Llc | Legal | $5,019 |