Plumbers & Pipefitters Local Union #51 Annuity Plan
Sponsored by Local 51 · EIN 050504791 · Plan #002
- Total assets
- $82.9M
- Net assets
- $82.9M
- Active participants
- 1,358
- With balances
- 967
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 |
|---|---|---|
| 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 management, Direct payment from the plan | $107,876 |
| Ward, Fisher & Company Llc | Accounting, Direct payment from the plan | $61,060 |
| Benesys Inc | Plan administrator, Direct payment from the plan | $34,303 |
| Rodio & Ursillo | Legal, Direct payment from the plan | $24,000 |
| Robert Cheverie & Associates | Legal, Direct payment from the plan | $9,350 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $0 |