Plumbers And Steamfitters Local 166 Profit Sharing Annuity Plan
Sponsored by Plumbers And Steamfitters Local 166 · EIN 351953097 · Plan #001
- Total assets
- $61.6M
- Net assets
- $61.6M
- Active participants
- 1,034
- With balances
- 1,066
Plan year beginning 06/01/2024 · Profit-sharing
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 · 94% | 2024 |
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $79,101 |
| Benesys, Inc | Plan administrator | $32,342 |
| Asherkelly | Legal | $26,281 |
| Mariner | Investment advisory (plan) | $25,000 |
| Whitinger & Company Llc | Accounting | $23,500 |
| Plumbers & Steamfitters Local 166 | Participant communication | $14,032 |
| Stefansky, Holloway & Nichols, Inc. | Accounting | $5,405 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |