Plumbers And Pipefitters Local 520 Pension Plan
Sponsored by Plumbers And Pipefitters Local 520 Pension Plan · EIN 236489357 · Plan #001
- Total assets
- $301M
- Net assets
- $301M
- Active participants
- 972
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Pf Advisors, Llc CRD 277156 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pfm Advisors | Investment advisory (plan), Investment management fees (direct) | $320,441 |
| Benesys, Inc. | Contract administrator, Direct payment from the plan | $137,109 |
| Cbiz Retirement Plan Services | Actuarial, Direct payment from the plan | $53,875 |
| Us Bank | Custodial (securities), Direct payment from the plan, Soft dollars commissions | $35,191 |
| Odonoghue & Odonoghue Llp | Legal, Direct payment from the plan | $25,411 |
| Fischer Dorwart, Pc | Accounting, Direct payment from the plan | $16,500 |