Oklahoma State Pipe Trades Annuity Fund
Sponsored by Trustees, Oklahoma State Pipe Trades Annuity Fund · EIN 731153085 · Plan #003
- Total assets
- $93.2M
- Net assets
- $93.1M
- Active participants
- 2,257
- With balances
- 3,735
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Servic | Direct payment from the plan, Recordkeeping, Recordkeeping fees | $226,042 |
| Plumbers Local Union 430 | Direct payment from the plan, Contract administrator | $117,010 |
| Rbc Wealth Management | Direct payment from the plan, Investment advisory (plan), Other investment fees and expenses | $97,516 |
| Robein, Urann, Spencer, Picard & Ca | Direct payment from the plan, Legal | $17,730 |
| Royle Vazquez Llp | Direct payment from the plan, Accounting | $15,780 |
| Collins Quality Print Shop | Direct payment from the plan, Copying and duplicating | $15,213 |