Plumbers And Pipefitters Local Union 520 Annuity Plan
Sponsored by Plumbers And Pipefitters Annuity Fund Local No. 520 · EIN 236489357 · Plan #003
- Total assets
- $220M
- Net assets
- $220M
- Active participants
- 1,606
- With balances
- 1,712
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plan Administrative Service | Recordkeeping, Custodial (securities), Trustee (institutional) | $117,875 |
| Benesys, Inc. | Contract administrator, Direct payment from the plan | $65,286 |
| Captrust Financial Advisors | Investment advisory (plan), Direct payment from the plan | $53,044 |
| Odonoghue & Odonoghue Llp | Legal, Direct payment from the plan | $25,567 |
| Fischer Dorwart, Pc | Accounting, Direct payment from the plan | $18,000 |
| Kang Haggerty & Fetbroyt, Llc | Legal, Direct payment from the plan | $7,038 |