Plumbers Local 24 Annuity Fund
Sponsored by Plumbers Local 24 Annuity Fund · EIN 222372054 · Plan #001
- Total assets
- $190M
- Net assets
- $190M
- Active participants
- 758
- With balances
- 1,201
Plan year beginning 05/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Plumbers Local 24 Annuity Fund | Other fees | $392,658 |
| I E Shaffer & Co. | Contract administrator, Direct payment from the plan | $93,788 |
| Plumbers Local Union No. 24 | Contract administrator, Direct payment from the plan | $79,827 |
| Gerson & Associates Cpas And Adv, P | Accounting, Direct payment from the plan | $34,115 |
| Morgan Stanley Graystone | Accounting, Investment advisory (plan) | $29,920 |
| Ornasky, Scaraggi, Borg & Abbamont | Legal, Direct payment from the plan | $17,240 |
| Lindabury Mccormick & Estabrook | Legal, Direct payment from the plan | $13,126 |
| Zazzali, Fagella, Nowak, Et Al | Legal, Direct payment from the plan | $7,583 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |