Sheet Metal Workers Local Pension Plan
Sponsored by Board Of Trustees Sheet Metal Workers Local Pension Plan · EIN 346666753 · Plan #001
- Total assets
- $80.5M
- Net assets
- $80.4M
- Active participants
- 690
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Reinhart Partners, Llc CRD 106432 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys, Inc. | Contract administrator | $106,169 |
| Milliman | Actuarial | $101,104 |
| Morgan Stanley Smith Barney Hldgs | Investment management fees (direct) | $89,447 |
| Hamlin Capital Management, Llc | Investment management fees (direct) | $70,233 |
| Novara, Tesija, & Catenacci, Pllc | Legal | $67,996 |
| Reinhart Partners, Inc. | Investment advisory (plan) | $60,787 |
| Johnson & Kroll Llc | Legal | $27,473 |
| Boyd Watterson Asset Management | Investment management fees (direct) | $21,983 |
| J Schaefer & Company Llc | Accounting | $18,500 |
| Newport Trust Company | Investment management fees (direct) | $10,000 |
| Sheet Metal Workers 33 Fb Fund | Other services | $8,714 |