Local 202 Sheet Metal Workers Pension Fund
Sponsored by Trustees Of The Local 202 Sheet Metal Workers Pension Fund · EIN 430435782 · Plan #001
- Total assets
- $18.7M
- Net assets
- $18.7M
- Active participants
- 11
- With balances
- 0
Plan year beginning 07/01/2024
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 |
|---|---|---|
| Ekon Benefits | Actuarial, Direct payment from the plan | $55,546 |
| Local Sheet Metal Workers | Recordkeeping, Direct payment from the plan | $32,074 |
| Schuchat Cook & Werner | Legal, Direct payment from the plan | $18,262 |
| U.S. Bank | Custodial (securities), Direct payment from the plan | $16,961 |
| Kerber, Eck & Braeckel Llp | Accounting, Direct payment from the plan | $16,741 |