Steamfitters Local 439 Pension Plan
Sponsored by Steamfitters Local 439 · EIN 371186815 · Plan #001
- Total assets
- $54.2M
- Net assets
- $54.1M
- Active participants
- 122
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Ziegler Capital Management | Investment management, Investment management fees (direct) | $61,911 |
| Us Bank | Custodial (securities), Direct payment from the plan | $31,991 |
| Ekon Benefits | Actuarial, Recordkeeping, Consulting (pension) | $30,600 |
| Anders Minkler Huber & Helm Llp | Accounting, Direct payment from the plan | $24,200 |
| Steamfitters Local 439 | Employee (plan), Participant communication, Direct payment from the plan | $23,176 |