Monroe Plumbers & Pipefitters Local 671 Retirement Plan And Trust
Sponsored by Monroe Plumbers & Pipefitters Local 671 · EIN 386082588 · Plan #001
- Total assets
- $60.9M
- Net assets
- $60.8M
- Active participants
- 301
- With balances
- 378
Plan year beginning 01/01/2024 · Money purchase, 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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $71,070 |
| Merrill Lynch | Investment advisory (participants), Direct payment from the plan | $60,000 |
| Novara, Tesija, Pllc | Legal, Direct payment from the plan | $55,012 |
| Tic International Corporation | Consulting (general), Direct payment from the plan | $18,694 |
| Titus & Urbanski, Inc. | Accounting, Direct payment from the plan | $12,500 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |