AUMdb

Plumbers And Pipefitters Local Union 553 Pension Plan

Sponsored by Trustees Of The Plumbers And Pipefitters Local 553 · EIN 376052808 · Plan #001

Total assets
$59.7M
Net assets
$59.3M
Active participants
277
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Ekon Advisors, Llc CRD 281039 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Busey Bank Custodial (other), Investment management, Investment management fees (direct) $66,450
Ekon Advisors Investment advisory (plan), Direct payment from the plan $29,920
Plumbers 553 Health & Welfare Fund Recordkeeping, Other fees $26,858
Ekon Benefits Actuarial, Direct payment from the plan, Consulting (pension) $25,115
Anders, Minkler, Huber, Helm Llp Accounting, Direct payment from the plan $21,000
Morice, List, & Associates Accounting, Direct payment from the plan $13,200
Hammond And Shinners, P.C. Legal, Direct payment from the plan $11,571