AUMdb

Stove, Furnace, Allied Appliance, And Enamel Workers Union Pension Plan

Sponsored by Trustees Of The Stove,Furnace,Appliance,& Enamel Workers Pension Plan · EIN 366519909 · Plan #001

Total assets
$12.5M
Net assets
$12.5M
Active participants
110
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
Ekon Benefits Actuarial, Participant communication, Recordkeeping $33,000
Ekon Advisors Investment advisory (plan), Direct payment from the plan $26,987
Grabel, Schnieders, Hollman & Co. Accounting, Direct payment from the plan $8,000