Pipe Fitters Local No 533 Pension Plan
Sponsored by Pipe Fitters Local No 533 Pension Plan · EIN 436175719 · Plan #001
- Total assets
- $330M
- Net assets
- $330M
- Active participants
- 1,235
- With balances
- 0
Plan year beginning 06/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Solxsys Administrative Solutions Ll | Contract administrator, Recordkeeping, Direct payment from the plan | $167,273 |
| Blake & Uhlig, P.A. | Legal, Direct payment from the plan | $104,387 |
| Transamerica Retirement Solutions | Actuarial, Claims processing, Recordkeeping | $96,000 |
| United Actuarial Services, Inc. | Actuarial, Consulting (pension), Direct payment from the plan | $85,433 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $31,948 |
| Macomb Business Forms Inc | Copying and duplicating, Direct payment from the plan | $10,215 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $9,937 |
| Lees Printing Co, Inc. | Direct payment from the plan, Copying and duplicating | $5,505 |
| Pension Benefit Information, Llc | Direct payment from the plan, Other fees | $5,229 |