Plumbers & Steamfitters Local Union 52 Defined Con Plan
Sponsored by Plumbers & Steamfitters Local Union 52 · EIN 630234457 · Plan #002
- Total assets
- $80.5M
- Net assets
- $80.5M
- Active participants
- 298
- With balances
- 396
Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services, In | Recordkeeping, Plan administrator | $47,667 |
| Carr, Riggs & Ingram, L.L.C. | Accounting | $25,775 |
| Onedigital | Investment advisory (plan) | $18,750 |