Sheet Metal Workers Local 7, Zone 2 Pension Plan
Sponsored by Joint Board Of Trustees Sheet Meta Workers Local 7, Zone 2 Pension · EIN 381616942 · Plan #001
- Total assets
- $121M
- Net assets
- $121M
- Active participants
- 381
- 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 |
|---|---|---|
| Muse Capital Management Llc CRD 304463 | fuzzy_auto · 96% | 2024 |
| Yousif Capital Management, Llc CRD 312511 | deterministic · 100% | 2024 |
| Delta Capital Management, Llc CRD 128350 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zacks Capital Management | Investment management, Investment management fees (direct) | $165,315 |
| Watkins Ross & Company | Actuarial, Direct payment from the plan | $130,623 |
| Munder Capital Management | Investment management, Investment management fees (direct) | $80,569 |
| Yousif Capital Management | Investment management, Investment management fees (direct) | $54,450 |
| Comerica Bank | Custodial (securities), Direct payment from the plan | $39,203 |
| Delta Capital Management, Llc | Investment management, Investment management fees (direct) | $37,941 |
| Varnum Attorney At Law | Legal, Direct payment from the plan | $36,767 |
| Tic Midwest | Accounting, Plan administrator, Recordkeeping | $34,317 |
| Standard Valuation | Consulting (pension), Direct payment from the plan | $26,000 |
| Key Bank National Association | Investment management, Investment management fees (direct) | $8,432 |