Plumbers & Steamfitters Local 146 Pension Plan
Sponsored by Plumbers & Steamfitters Local 146 Pension Plan · EIN 756043268 · Plan #001 · Houston, TX
- Total assets
- $54.0M
- Net assets
- $54.0M
- Active participants
- 386
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $79,942 |
| Benefit Resources | Consulting (general) | $65,274 |
| Horizon Actuarial Services, Llc | Actuarial | $52,933 |
| Cliftonlarsonallen, Llp | Accounting | $43,446 |
| Connor & Winters | Legal | $39,904 |
| Debbie Foisy | Contract administrator, Direct payment from the plan | $22,360 |
| Invesco | Other investment fees and expenses | $15,084 |