Plumbers Local Union No. 16 Defined Contribution Plan
Sponsored by Board Of Trustees Plumbers Local Union No. 16 Defined Contribution Pla · EIN 470822012 · Plan #002
- Total assets
- $39.4M
- Net assets
- $39.3M
- Active participants
- 531
- With balances
- 407
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $48,406 |
| Lutz | Accounting, Direct payment from the plan | $26,600 |
| Relation Insurance Ser | Accounting, Direct payment from the plan | $13,887 |
| Kutak Rock Llp | Legal, Direct payment from the plan | $11,408 |
| Marquette Associates | Investment advisory (plan), Direct payment from the plan | $6,490 |
| Plumbers Local Union No. 16 | Contract administrator, Direct payment from the plan | $6,000 |