Plumbers And Steamfitters Local No. 7 Annuity Fund
Sponsored by Trustees Of Plumbers And Steamfitters Local No. 7 Annuity Fund · EIN 900127434 · Plan #002 · Latham, NY
- Total assets
- $116M
- Net assets
- $115M
- Active participants
- 1,027
- With balances
- 1,123
Plan year beginning 06/01/2024 · 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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 96% | 2024 |
| Mpc Capital Advisors, Llc CRD 153586 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Plumbers And Steamfitters Local 7 A | Other fees, Other services | $263,506 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Participant communication | $73,633 |
| Mpc Capital Advisors Llc | Investment advisory (plan) | $25,645 |
| Blitman & King | Legal | $17,138 |
| Mengel, Metzger, Barr & Co., Llp | Accounting | $14,350 |