Toledo Area Sheet Metal Workers Pension Plan And Trust
Sponsored by Toledo Area Sheet Metal Workers Pension Plan Joint Board Of Trustee · EIN 346682530 · Plan #001
- Total assets
- $49.4M
- Net assets
- $49.3M
- Active participants
- 352
- With balances
- 0
Plan year beginning 05/01/2024
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 |
|---|---|---|
| Benesys, Inc. | Contract administrator | $70,508 |
| Vanguard | Investment management fees (direct) | $64,858 |
| Hamlin Capital Management | Investment management fees (direct) | $43,700 |
| United Actuarial Services, Inc. | Actuarial | $42,500 |
| Morgan Stanley | Investment advisory (plan) | $30,719 |
| Boyd Watterson Asset Management | Investment management fees (direct) | $30,298 |
| Shumaker, Loop & Kendrick Llp | Legal | $24,672 |
| Reinhart Partners, Inc. | Investment management fees (direct) | $20,435 |
| Macqueen Insurance Group | Insurance services | $18,649 |
| Clark, Schaefer, Hackett & Co. | Accounting | $16,075 |
| Ernst & Young Us Llp | Accounting | $12,953 |
| Smw Fringe Benefit Funds, Inc. | Contract administrator | $9,413 |
| American Graphics Printing Co. | Other fees | $9,233 |