The Steamfitters Industry Fund Office Money Purchase Pension Plan
Sponsored by Steamfitters Industry Welfare Fund Board Of Trustees · EIN 131545680 · Plan #001
- Total assets
- —
- Net assets
- —
- Active participants
- 32
- With balances
- 0
Plan year beginning 01/01/2024 · Money purchase, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Segal Marco Advisors | Investment advisory (plan), Investment management fees (direct), Consulting fees | $5,000 |