AUMdb

Plumbers & Steamfitters 72 Defined Contrib Fund

Sponsored by Plumber & Steamfitters 72 Defined Contrib Fund · EIN 582637934 · Plan #001 · Pembroke Pines, FL

Total assets
$162M
Net assets
$162M
Active participants
4,225
With balances
4,388

Plan year beginning 01/01/2024 · Profit-sharing

Linked investment advisers

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

Firm Match Plan year
Reynolds Consulting Services Llc CRD 135768 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
One America Retirement Services Plan administrator, Recordkeeping, Custodial (securities) $215,625
National Employee Benefits Admin Contract administrator, Direct payment from the plan $52,800
Reynolds Consulting Services Investment advisory (plan), Direct payment from the plan $37,500
Novak Francella, Llc Accounting, Direct payment from the plan $16,847
Arnall Golden Gregory, Llp Legal, Direct payment from the plan $6,741
Brentwood Asset Advisors, Llc Consulting (general), Direct payment from the plan $6,700