Plumbers & Pipefitters Local 625 Pension Plan
Sponsored by Plumbers & Pipefitters Local 625 Pension Fund · EIN 550759747 · Plan #001
- Total assets
- $47.7M
- Net assets
- $47.7M
- Active participants
- 475
- With balances
- 475
Plan year beginning 01/01/2024 · Profit-sharing
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 |
|---|---|---|
| Travelers Casualty & Surety Co | Custodial (securities) | $28,328 |
| Suttle & Stalnaker, Pllc | Accounting | $24,000 |
| John Dascoli | Legal | $9,939 |
| Clark Capital Management Group, Inc | Consulting (pension) | $0 |
| Crestview Capital Investments | Consulting (pension) | $0 |
| Acg Advisors | Consulting (pension) | $0 |
| United Bank | Consulting (pension) | $0 |
| Mept Investments | Consulting (pension) | $0 |
| Newport Investment Advisors | Consulting (pension) | $0 |
| Ta Realty | Consulting (pension) | $0 |
| Us Bank | Consulting (pension) | $0 |