Sheet Metal Workers Local 24 Cincinnati Area Retirement Plan And Trust
Sponsored by Sheet Metal Workers Unions Local 24 · EIN 311484966 · Plan #001
- Total assets
- $60.7M
- Net assets
- $60.7M
- Active participants
- 436
- With balances
- 499
Plan year beginning 06/01/2024 · Money purchase
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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $66,398 |
| Horan Securities Inc. | Investment advisory (participants) | $28,043 |
| Clark, Schaefer, Hackett & Co. | Accounting | $20,854 |
| Ledbetter Parisi Sollars Llc | Legal | $16,317 |
| Macey Ventures Llc Dba | Contract administrator | $10,595 |
| Arthur J. Gallagher | Insurance agents and brokers, Insurance services, Direct payment from the plan | $6,053 |
| Murphy Insurance Agency Inc. | Other fees | $5,948 |