United Association Union Local No. 290 Plumber, Steamfitter And Shipfitter Industry 401(k) Plan
Sponsored by Board Of Trustees, U.A. Union Local No. 290 Plumber, · EIN 931143757 · Plan #002
- Total assets
- $236M
- Net assets
- $236M
- Active participants
- 3,088
- With balances
- 3,115
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| John Hancock Retirement Plan Serv. | Recordkeeping, Direct payment from the plan, Float revenue | $108,221 |
| Zenith American Solutions | Contract administrator, Copying and duplicating, Participant communication | $62,356 |
| Nuwest Insurance Services | Insurance agents and brokers, Insurance brokerage commissions | $41,281 |
| Verus Advisory, Inc. | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $39,345 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $21,170 |
| Barlow Coughran Morales & Josephson | Legal, Direct payment from the plan | $19,680 |