AUMdb

Plumbers & Pipefitters Local 760 Savings And Investment Plan

Sponsored by Plumbers & Pipefitters Local 760 Savings And Investment Plan · EIN 630934558 · Plan #002

Total assets
$68.2M
Net assets
$68.2M
Active participants
1,444
With balances
1,429

Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed

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
Merrill Lynch Recordkeeping $78,133
Morgan Stanley Consulting fees $74,183
Morgan Stanley Consulting fees, Direct payment from the plan $71,076
Bellows Associates, P.A. Accounting $20,000
Qcwdr, Llp Legal, Direct payment from the plan $6,500