AUMdb

Plumbers Local No 98 Defined Contribution Pension Plan

Sponsored by Joint Board Of Trustee Plumbers 98 Defined Contribution Pension Plan · EIN 383155388 · Plan #001

Total assets
$83.9M
Net assets
$83.9M
Active participants
907
With balances
1,648

Plan year beginning 01/01/2024 · 401(k)

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
Benesys, Inc. Direct payment from the plan, Accounting, Claims processing $114,939
Merrill Lynch Direct payment from the plan, Custodial (securities), Trustee (directed) $50,000
Asher Kelly Law Direct payment from the plan, Legal $20,376
American Graphics Printing Co Direct payment from the plan, Copying and duplicating $17,973
Bultynck & Co., Pllc Direct payment from the plan, Accounting $15,000