Plumbers & Pipefitters Local 9 Surety Plan
Sponsored by Plumbers And Pipefitters Local 9 Surety Fund · EIN 222383293 · Plan #001
- Total assets
- $311M
- Net assets
- $311M
- Active participants
- 1,708
- With balances
- 0
Plan year beginning 07/01/2024 · Money purchase, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ie Shaffer & Co. | Contract administrator | $169,774 |
| Empower Annuity Insurance Company | Recordkeeping fees | $47,160 |
| Gerson & Associates Cpas And Adv Pc | Accounting | $43,718 |
| Reynolds Consulting Services, Llc | Direct payment from the plan, Investment advisory (plan) | $24,675 |
| Lindabury, Mccormick, Estabrook, Co | Legal | $20,538 |
| Obrien, Belland, & Bushinsky | Legal | $10,318 |
| Pellettieri, Rabstein, & Altman | Legal | $5,213 |