Sheet Metal Workers Local No. 20, Indianapolis Are
Sponsored by Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund · EIN 510168516 · Plan #001
- Total assets
- $212M
- Net assets
- $212M
- Active participants
- 987
- With balances
- 0
Plan year beginning 01/01/2024
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 |
| Victory Capital Management Inc. CRD 106189 | deterministic · 100% | 2024 |
| Legal & General Investment Management America Inc. CRD 149156 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Named fiduciary, Securities brokerage | $553,704 |
| The Segal Company (Midwest), Inc. | Actuarial, Consulting (general), Consulting (pension) | $89,916 |
| First State Trust Company | Custodial (securities), Direct payment from the plan | $87,222 |
| Sonya Howard | Plan administrator, Employee (plan), Direct payment from the plan | $34,544 |
| Cynthia Pitman | Consulting (general), Direct payment from the plan | $34,300 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $29,636 |
| Ledbetter Partners, Llc | Legal, Direct payment from the plan | $27,704 |
| Victory Capital Management | Investment management, Investment management fees (direct) | $25,501 |
| Legal & General Investment Mgmt | Investment management, Investment management fees (direct) | $11,946 |
| Kmr Systems Corporation | Other services, Direct payment from the plan | $7,365 |
| Segal Select Insurance Services Inc | Insurance brokerage commissions | $0 |