Plumbers And Steamfitters Local No 42 Retirement Plan
Sponsored by Board Of Trustees Of The Plumbers & Steamfitters Loc 42 Retirement Pln · EIN 341824808 · Plan #002
- Total assets
- $26.7M
- Net assets
- $26.7M
- Active participants
- 558
- With balances
- 533
Plan year beginning 07/01/2024 · Money purchase, 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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $100,889 |
| Cliftonlarsonallen | Accounting, Direct payment from the plan | $15,435 |
| Local 42 Pension Plan | Plan administrator, Direct payment from the plan | $14,969 |
| Shumaker Loop & Kendrick | Legal, Direct payment from the plan | $9,350 |
| Segal Select Insurance Services | Named fiduciary, Direct payment from the plan | $5,703 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |