Plumbers & Pipefitters Local 152 Retirement Annuit
Sponsored by Jt Brd Trustees Plumbers & Pipefitters · EIN 550623667 · Plan #002 · Ona, WV
- Total assets
- $75.0M
- Net assets
- $74.9M
- Active participants
- 2,851
- With balances
- 638
Plan year beginning 06/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Standard Valuations Inc CRD 112413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Benefit Corporation | Contract administrator, Direct payment from the plan | $31,128 |
| Empower Annuity Insurance Company | Recordkeeping fees | $27,753 |
| Standard Valuations, Inc | Investment advisory (plan), Direct payment from the plan | $22,000 |
| Gray, Griffith & Mays, A.C. | Accounting, Direct payment from the plan | $15,000 |
| John F. Dascoli, Pllc | Direct payment from the plan, Legal | $6,840 |