Pension Plan Of The Plumbers & Pipefitters Local Union No. 630 Pension Annuity Trust Fund
Sponsored by Trustees Of The Pension Plan Of The Plumbers & Pipefitters Local Union · EIN 596165026 · Plan #001
- Total assets
- $159M
- Net assets
- $158M
- Active participants
- 775
- 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| National Employee Administrators | Contract administrator, Direct payment from the plan | $165,836 |
| Horizon Actuarial Services Llc | Actuarial, Direct payment from the plan | $84,805 |
| Kayne Anderson Rudnick | Investment advisory (plan), Other investment fees and expenses, Direct payment from the plan | $75,397 |
| Morgan Stanley Smith Barney | Investment advisory (plan), Other investment fees and expenses, Direct payment from the plan | $75,000 |
| Lapadula Carlson & Co | Accounting, Direct payment from the plan | $38,507 |
| Sugarman & Susskind Pa | Legal, Direct payment from the plan | $12,569 |