AUMdb

Local Union 373 U.A. Annuity Fund

Sponsored by Board Of Trustees Of Plumbers & Steamfitters Local 373 U.A. Annuity Fu · EIN 133323430 · Plan #001

Total assets
$47.8M
Net assets
$47.8M
Active participants
581
With balances
390

Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Life & Annuity Insurance Investment management, Investment management fees (direct) $43,483
Mspc Certified Public Accountants Accounting, Direct payment from the plan $13,000
Merrill Lynch Investment advisory (plan), Investment management fees (direct) $12,500