Local 550 Annuity Plan
Sponsored by Sprinkler Fitters And Apprentices Local Union No. 550 · EIN 041859910 · Plan #001
- Total assets
- $173M
- Net assets
- $173M
- Active participants
- 787
- With balances
- 755
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Angell Pension Group Inc. | Contract administrator | $48,911 |
| Global Retirement Partners Llc | Investment advisory (plan) | $36,000 |
| Sprinkler Fitters And Apprentices | Other fees | $34,000 |
| Goulet, Salvidio Associates, Pc | Accounting | $23,000 |
| Printing Unlimited | Other fees | $5,402 |