Sheet Metal Workers Local Union No. 80 Annuity Fund
Sponsored by The Trustees Of Sheet Metal Workers' Local Union No 80 Annuity · EIN 382941426 · Plan #002
- Total assets
- $130M
- Net assets
- $129M
- Active participants
- 1,676
- With balances
- 1,839
Plan year beginning 06/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Accounting, Recordkeeping, Custodial (securities) | $116,126 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $70,001 |
| Benesys, Inc | Accounting, Contract administrator, Plan administrator | $17,481 |
| Benda, Grace, Stulz & Company, P.C. | Accounting, Direct payment from the plan | $17,150 |
| Watkins Pawlick Calati & Prifti Pc | Legal, Direct payment from the plan | $12,150 |
| The Pnc Financial Services Group | Custodial (other), Direct payment from the plan | $11,440 |