AUMdb

Indiana Pipe Trades Defined Contribution Pension Plan

Sponsored by Bd Of Trustees Indiana Pipe Trades Dfnd Cont Pension Plan · EIN 351983939 · Plan #001

Total assets
$91.8M
Net assets
$91.8M
Active participants
1,459
With balances
1,464

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Nyhart Recordkeeping, Direct payment from the plan $86,053
Matrix Financial Solutions Custodial (securities), Direct payment from the plan $37,204
United Actuarial Services, Inc Actuarial, Direct payment from the plan $21,808
Morgan Stanley Smith Barney Investment advisory (plan), Direct payment from the plan $20,000
L.M. Henderson & Company, Llp Accounting, Direct payment from the plan $14,600