Sheet Metal Workers Intn Local 17 Nh Pension Plan
Sponsored by Board Of Trustees Of Sheet Metal Workers Intl Local 17 Nh Pension Plan · EIN 516029579 · Plan #001
- Total assets
- $28.7M
- Net assets
- $28.7M
- Active participants
- 151
- 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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services | Investment advisory (plan), Investment management fees (indirect), Account maintenance fees | $76,059 |
| Zenith American Solutions, Inc. | Contract administrator, Direct payment from the plan | $68,196 |
| Eaton Peabody Attorneys At Law | Legal, Direct payment from the plan | $15,403 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $14,350 |
| Leckenby Benefits Consultants | Actuarial, Direct payment from the plan | $13,500 |