Plumbers And Pipefitters Local No 104 Annuity Fund
Sponsored by Plumbers And Pipefitters Local No 104 · EIN 042564795 · Plan #003 · Holyoke, MA
- Total assets
- $86.8M
- Net assets
- $86.7M
- Active participants
- 346
- With balances
- 405
Plan year beginning 08/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $44,164 |
| Lapier Dillon And Associates Pc | Accounting | $27,844 |
| Commonweath Equity Services Llc Db | Investment advisory (plan) | $9,139 |
| Krakow Souris And Landry Llc | Insurance agents and brokers | $5,053 |
| Barbara Willett | Other fees | $0 |
| Carley Guilbert | Claims processing | $0 |