Plumbers & Steamfitters Local 565 Pension Plan
Sponsored by Plumbers & Steamfitters Local 565 · EIN 550615390 · Plan #002
- Total assets
- $35.4M
- Net assets
- $35.4M
- Active participants
- 605
- With balances
- 440
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Standard Valuations Inc CRD 112413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $62,069 |
| Suttle & Stalnaker Pllc | Accounting, Direct payment from the plan | $19,425 |
| Standard Valuations Inc | Investment management, Direct payment from the plan | $17,875 |
| Union Trades Federal Credit Union | Investment management, Direct payment from the plan | $11,400 |
| The Travelers Indemnity Company | Investment management, Direct payment from the plan | $10,440 |
| John F Dascoli Pllc | Legal, Direct payment from the plan | $8,300 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |