Plumbers & Steamfitters 150 Profit Sharing Fund
Sponsored by Plumbers & Steamfitters 150 Profit Sharing Fund · EIN 470892851 · Plan #001
- Total assets
- $32.5M
- Net assets
- $32.5M
- Active participants
- 1,428
- With balances
- 1,454
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empowered Retirement, Inc. CRD 169389 | fuzzy_auto · 94% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Retirement | Investment management, Recordkeeping fees, Contract administrator | $96,178 |
| Southern Benefit Administrators | Plan administrator | $25,061 |
| Morgan Stanley | Investment advisory (plan) | $10,000 |
| Daniels Irwin & Aylor | Accounting | $9,450 |
| Arnall Golden Gregory Llp | Legal | $4,163 |