Steamfitters' Industry Supplemental Retirement Fund
Sponsored by Board Of Trustees Steamfitters' Industry Supplemental Retirement · EIN 133917806 · Plan #001
- Total assets
- $724M
- Net assets
- $724M
- Active participants
- 3,555
- With balances
- 3,774
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 |
|---|---|---|
| William J. Turnbull | Employee (plan) | $92,835 |
| Vitech Systems Group | Recordkeeping | $74,546 |
| Segal Marco Advisors | Investment advisory (plan), Other investment fees and expenses | $60,000 |
| Dennis O'kane | Employee (plan) | $41,311 |
| Lapadula, Carlson & Co., Cpa | Accounting | $15,000 |
| Segal Select Insurance Services | Insurance agents and brokers | $13,364 |
| Lindabury, Mccormick Estabrook & Co | Legal, Direct payment from the plan | $7,548 |
| Chubb & Son | Insurance agents and brokers | $7,147 |