Sheet Metal Workers Local Union No. 32 Pension Trust Fund
Sponsored by Sheet Metal Workers Local Union No. 32 Pension Trust Fund · EIN 596152610 · Plan #001
- Total assets
- $62.8M
- Net assets
- $62.8M
- Active participants
- 207
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | fuzzy_auto · 98% | 2024 |
| First Eagle Investment Management, Llc CRD 108260 | deterministic · 100% | 2024 |
| Victory Capital Management Inc. CRD 106189 | deterministic · 100% | 2024 |
| Sage Advisory Services Ltd Co CRD 106236 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Neba Inc. | Contract administrator, Recordkeeping, Direct payment from the plan | $99,279 |
| Sugarman & Susskind, P.A | Legal, Direct payment from the plan | $82,790 |
| Horizon Actuarial Services | Actuarial, Direct payment from the plan | $76,226 |
| Investment Performance Services, Ll | Investment advisory (plan), Direct payment from the plan | $60,000 |
| Post Traditional High Yield Fund, L | Investment management, Direct payment from the plan | $26,859 |
| First Eagle Investment Management, | Investment management, Direct payment from the plan | $24,530 |
| Victory Capital Management Inc. | Investment management, Direct payment from the plan | $21,189 |
| Lapadula Carlson & Co | Accounting, Direct payment from the plan | $20,897 |
| Hardman Johnston International Equi | Investment management, Direct payment from the plan | $20,286 |
| Sage Advisory Services | Investment advisory (plan), Direct payment from the plan | $18,264 |
| Us Bank | Custodial (securities), Direct payment from the plan | $6,000 |