Plumbers & Steamfitters Union Local No. 10 Individual Account Plan
Sponsored by Board Of Trustees, Plumbers & Steamfitters Union Local No. 10 · EIN 541739199 · Plan #001
- Total assets
- $57.9M
- Net assets
- $57.8M
- Active participants
- 1,293
- With balances
- 1,338
Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Custodial (securities), Investment management | $75,952 |
| Southern Benefit Administrators | Plan administrator | $70,358 |
| Investment Performance Service | Investment advisory (plan) | $25,000 |
| Daniels, Irwin & Aylor Cpas | Accounting | $14,200 |
| O'donoghue & O'donoghue | Legal | $7,364 |
| Mutual Funds | Custodial (securities), Investment management | $0 |