Worcester Plumbers And Pipefitters Local Union #4 Annuity Plan
Sponsored by Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund · EIN 046069434 · Plan #002
- Total assets
- $57.7M
- Net assets
- $57.7M
- Active participants
- 311
- With balances
- 339
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co Of Ame | Recordkeeping, Custodial (securities), Direct payment from the plan | $59,545 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $25,000 |
| Zenith American Solutions | Contract administrator, Plan administrator, Recordkeeping | $24,720 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $13,337 |
| Robert M. Cheverie & Associates | Legal, Direct payment from the plan | $12,000 |