Pppwu Officers, Representatives & Organizers Retirement Fund
Sponsored by Printing, Packaging, & Production Workers Union Of North America · EIN 620247360 · Plan #001
- Total assets
- $15.9M
- Net assets
- $15.8M
- Active participants
- 8
- 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 |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cheiron | Direct payment from the plan | $36,170 |
| Congress Asset Management | $25,269 | |
| Calibre Cpa Group Pllc | Accounting | $21,370 |
| Marquette Associates | Investment advisory (plan), Direct payment from the plan | $12,500 |
| Amalgamated Bank | Custodial (securities), Direct payment from the plan | $8,428 |
| Adp | Recordkeeping, Other services, Direct payment from the plan | $6,155 |