Midwest Pipe Trades Retirement Plan
Sponsored by Board Of Trustees Midwest Pipe Trades Retirement Plan · EIN 311272447 · Plan #001
- Total assets
- $222M
- Net assets
- $222M
- Active participants
- 1,694
- With balances
- 1,828
Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Custodial (securities), Investment management | $252,807 |
| Southern Benefit Administrators | Plan administrator, Consulting (general) | $84,843 |
| Old National Wealth Management | Investment advisory (plan) | $24,000 |
| Daniels Irwin & Aylor | Accounting | $15,750 |
| Ledbetter And Parisi Llc | Legal | $11,073 |
| National Financial Services | Securities brokerage commissions, Securities brokerage | $0 |
| Mutual Funds & Cct | Custodial (securities), Investment management | $0 |