Plumbers & Pipefitters Local 162 Retirement Savings Plan
Sponsored by Plumbers And Pipefitters Local 162 Retirement Savings Plan · EIN 311387429 · Plan #002 · Dayton, OH
- Total assets
- $60.9M
- Net assets
- $60.9M
- Active participants
- 895
- With balances
- 968
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Capital Investment Advisors Inc CRD 107772 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Of Americ | Recordkeeping fees | $50,567 |
| Umr | Contract administrator | $31,169 |
| Clark, Schaefer, Hackett & Co. | Accounting | $24,242 |
| Strategic Capital Investment | Investment management | $23,530 |
| Ledbetter & Parisi, Llc | Legal | $11,431 |
| Segal Select Insurance Services Inc | Insurance agents and brokers | $8,743 |