U.A. Plumbers & Steamfitters Local 22 Annuity Fund
Sponsored by U.A. Plumbers And Steamfitters Local No. 22 Annuity Fund · EIN 770596978 · Plan #001
- Total assets
- $102M
- Net assets
- $102M
- Active participants
- 947
- With balances
- 1,160
Plan year beginning 05/01/2024 · 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 |
|---|---|---|
| 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 Smith Barney Llc | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $77,467 |
| Empower Annuity Insurance Company | Direct payment from the plan, Recordkeeping fees | $47,797 |
| Blitman & King, Llp | Legal, Direct payment from the plan | $22,690 |
| Tronconi Segarra & Associates | Accounting, Direct payment from the plan | $15,116 |