Plumbers & Steamfitters Local No 489 Annuity Plan
Sponsored by Trustees Of Plumbers & Steamfitter Local No 489 Annuity Plan · EIN 521975410 · Plan #002
- Total assets
- $13.9M
- Net assets
- $13.9M
- Active participants
- 182
- With balances
- 188
Plan year beginning 05/01/2024 · Money purchase, 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 |
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney | Investment advisory (plan), Direct payment from the plan | $26,183 |
| Turnbull, Hoover, & Kahl, P.A. | Direct payment from the plan, Accounting | $15,000 |
| Frank Gordon Gerwig & Associates | Plan administrator, Direct payment from the plan | $12,400 |
| Beins, Axelrod P.C. | Direct payment from the plan, Legal | $7,500 |
| Transamerica Retirement Solutions | Shareholder servicing fees, Finders' fees/placement fees, Float revenue | $1,473 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |