Pipe Fitters Local No 533 Individual Account Plan
Sponsored by Pipe Fitters Local No 533 Individual Account Plan · EIN 436175719 · Plan #002
- Total assets
- $302M
- Net assets
- $301M
- Active participants
- 1,509
- With balances
- 1,621
Plan year beginning 06/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Blake & Uhlig, P.A. | Legal, Direct payment from the plan | $83,326 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $79,395 |
| Solxsys Administrative Solutions Ll | Contract administrator, Direct payment from the plan | $40,544 |
| Rbc Wealth Management | Investment advisory (participants), Direct payment from the plan | $40,000 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $29,487 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $8,749 |