Plumbers And Steamfitters Local 486 Severance And Annuity/401(k) Plan
Sponsored by Plumbers And Steamfitters Local 486 Severance And Annuity/401(k) Plan · EIN 521190205 · Plan #001 · Columbia, MD
- Total assets
- $392M
- Net assets
- $392M
- Active participants
- 4,352
- With balances
- 2,993
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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees, Contract administrator | $652,481 |
| Abato, Rubenstein & Abato | Legal, Direct payment from the plan | $86,313 |
| Zenith American Solutions | Contract administrator, Direct payment from the plan | $66,821 |
| Benesys, Inc. | Contract administrator, Direct payment from the plan | $37,990 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $30,000 |
| Robert Bennett | Trustee (individual), Direct payment from the plan | $7,701 |
| Andrew Gannon | Trustee (individual), Direct payment from the plan | $7,701 |
| Segal Select Insurance Services | Insurance services, Insurance brokerage commissions | $0 |
| Crm | Investment management, Investment management fees (indirect) | $0 |
| T. Rowe Price | Investment management, Investment management fees (indirect) | $0 |
| William Blair | Investment management, Investment management fees (indirect) | $0 |
| Northern Funds | Investment management, Investment management fees (indirect) | $0 |
| Stable Return Fund (Galliard) | Investment management, Investment management fees (indirect) | $0 |
| American Funds | Investment management, Investment management fees (indirect) | $0 |