Plumbers & Steamfitters Local 248 Annuity Plan
Sponsored by Board Of Trustees Plm & Steamfitters 248 Annuity Pln · EIN 476290329 · Plan #002
- Total assets
- $14.0M
- Net assets
- $14.0M
- Active participants
- 358
- With balances
- 437
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 |
|---|---|---|
| John Hancock Retirement | Recordkeeping | $53,043 |
| Umr | Contract administrator | $17,000 |
| Standard Valuations Inc | Investment advisory (plan) | $12,467 |
| Ledbetter Partners Llc | Legal | $12,114 |