Plumbers And Gasfitters Local 5 Retirement Savings Plan
Sponsored by Plumbers And Gasfitters Local 5 Retirement Savings Fund · EIN 522124369 · Plan #001
- Total assets
- $144M
- Net assets
- $144M
- Active participants
- 2,103
- With balances
- 1,903
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Svcs | Recordkeeping, Float revenue, Recordkeeping fees | $226,037 |
| Segal Marco Advisors | Direct payment from the plan, Investment advisory (plan) | $38,999 |
| O'donoghue & O'donoghue | Legal, Direct payment from the plan | $27,539 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $17,710 |