Plumbers Local #210 Retirement Fund
Sponsored by Trustees Of Plumbers Local #210 Retirement Fund · EIN 320100178 · Plan #001
- Total assets
- $91.2M
- Net assets
- $91.1M
- Active participants
- 397
- With balances
- 421
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 |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Marquette Associates | Investment advisory (plan) | $50,377 |
| Milliman Inc. | Recordkeeping, Direct payment from the plan | $28,270 |
| Matrix Trust Company | Custodial (securities), Investment management, Investment management fees (direct) | $24,254 |
| J. Davidson | Employee (plan) | $24,065 |
| Johnson & Krol, Llc | Legal, Direct payment from the plan | $23,101 |
| Solxsys Administrative Solutions | Contract administrator, Direct payment from the plan | $22,834 |
| Chevy Chase Trust Company | Investment management, Investment management fees (direct) | $21,941 |
| Legacy Professionals Llp | Accounting, Recordkeeping, Direct payment from the plan | $20,840 |
| Asb Capital Management | Investment management, Investment management fees (direct) | $7,472 |
| Ascensus, Inc. | Recordkeeping, Direct payment from the plan | $6,403 |