AUMdb

Steamfitters Local 449 Retirement Security Fund

Sponsored by Board Of Trustees, Steamfitters Local #449 Retirement Security Fund · EIN 256135334 · Plan #001

Total assets
$402M
Net assets
$402M
Active participants
3,462
With balances
4,857

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
Newport Group Custodial (securities), Investment management $430,024
Cds Administrators Contract administrator $147,313
Henry Rossi & Co., Llp Accounting $34,470
Segal Marco Advisors Consulting (pension) $28,500
Meyer, Unkovic & Scott Legal $27,162
Allegheny Commercial Printing Copying and duplicating $11,312
Pnc Financial Services Group Trustee (institutional) $5,124