AUMdb

Plumbers & Steamfitters Local 184 Supplemental Pension Plan

Sponsored by Bd Of Trustees Plumbers & Steam Fitters Local 184 Supplemental · EIN 621623030 · Plan #001

Total assets
$81.9M
Net assets
$81.8M
Active participants
930
With balances
963

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
Standard Valuations Inc CRD 112413 deterministic · 100% 2024
Empowered Retirement, Inc. CRD 169389 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Empower Retirement Recordkeeping fees, Investment management, Other fees $75,018
Southern Benefit Administrators Plan administrator, Consulting (general) $56,713
Standard Valuations Investment advisory (plan) $30,450
Ledbetter Parisi Llc Legal $18,173
Daniels Irwin & Aylor Accounting $15,025
Mutual Funds Custodial (securities), Investment management $0