Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEAMFITTERS LOCAL 439
EIN 37-1186815oil & energyLatest filing 2024
Plans
2
Retirement
2
$96.1M assets
Welfare
0
Participants
476
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $96.1M assets / 476 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
56%top
- (Not disclosed)56%
- EKON BENEFITS44%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STEAMFITTERS LOCAL 439 PENSION PLAN
TraditionalDB
Assets$54.2M
Participants287
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEAMFITTERS LOCAL 439 SUPPLEMENTAL RETIREMENT TRUST
401k
Assets$41.8M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STEAMFITTERS LOCAL 439 PENSION PLAN | TraditionalDB | $54.2M | 287 | 2024 | |
| 002 | STEAMFITTERS LOCAL 439 SUPPLEMENTAL RETIREMENT TRUST | 401k | $41.8M | 189 | 2024 |
Retirement plans