Plumbers Local 68 Pension Plan Of Defined Contribution Benefits
Sponsored by Plumbers Local No. 68 Pension Plan Of Defined Contribution Benefits · EIN 901259351 · Plan #001 · Houston, TX
- Total assets
- $63.8M
- Net assets
- $63.7M
- Active participants
- 1,729
- With balances
- 3,031
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $317,110 |
| David Bowman | Employee (plan) | $125,997 |
| Issi | Recordkeeping | $104,698 |
| Denice Meidinger | Employee (plan) | $71,642 |
| Harper & Pearson Company Pc | Accounting | $70,000 |
| Wendy Clements | Employee (plan) | $69,351 |
| Tinia Simmons | Employee (plan) | $69,339 |
| Samantha Adkinson | Employee (plan) | $64,929 |
| Hapjac | Other services | $36,000 |
| Patrick Flynn | Legal | $31,472 |
| Dena Walters | Employee (plan) | $20,775 |