Pipeline Industry Annuity 401(k) Trust
Sponsored by Pipeline Industry 401(k) Fund · EIN 263051108 · Plan #301 · Tulsa, OK
- Total assets
- $340M
- Net assets
- $340M
- Active participants
- 2,034
- With balances
- 6,271
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Trust Company Of Oklahoma | Recordkeeping, Custodial (other), Direct payment from the plan | $210,135 |
| Pipeline Industry Benefit Fund | Direct payment from the plan, Other fees | $144,380 |
| Employee Q | Employee (plan), Direct payment from the plan | $49,597 |
| Robein, Urann, Spencer, Et. Al. | Legal, Direct payment from the plan | $27,348 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $27,083 |
| Segal Select Insurance | Insurance services, Direct payment from the plan | $24,021 |
| Rubinbrown Llp | Accounting, Direct payment from the plan | $23,100 |
| Tedford Insurance | Insurance services, Direct payment from the plan | $12,934 |
| The Hardesty Press | Other services, Direct payment from the plan | $11,111 |