AUMdb

Sheet Metal Workers Local 22 Pension Fund

Sponsored by Board Of Trustees Sheet Metal Workers Local 22 Pension Fund · EIN 226072834 · Plan #001

Total assets
$80.8M
Net assets
$80.8M
Active participants
297
With balances
0

Plan year beginning 06/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ubs Institutional Consulting Group Investment management, Investment management fees (direct) $262,787
Segal Co. Actuarial, Direct payment from the plan $39,234
Bridgeway Benefit Technologies Recordkeeping, Investment management fees (direct) $20,923
Mspc Accounting, Direct payment from the plan $19,248