Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan
Sponsored by Board Of Trustees Of Smart, Sheet Metal Workers Local 104 Sup Pension · EIN 946560138 · Plan #001
- Total assets
- $1.3B
- Net assets
- $1.3B
- Active participants
- 4,721
- With balances
- 9,367
Plan year beginning 07/01/2024 · 401(k)
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 |
|---|---|---|
| Benesys Administrators | Contract administrator, Direct payment from the plan | $376,818 |
| Northwest Plan Services, Inc. | Recordkeeping, Participant loan processing, Copying and duplicating | $232,275 |
| Mammini Company, Inc | Investment advisory (participants), Investment advisory (plan), Participant communication | $215,479 |
| Matrix Trust Company | Trustee (institutional), Float revenue, Direct payment from the plan | $195,349 |
| Kraw Law Group, Apc | Legal, Direct payment from the plan | $127,024 |
| Smart Source Llc | Copying and duplicating, Direct payment from the plan | $90,373 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $51,036 |
| Stephen Horn Insurance Services | Insurance brokerage commissions | $0 |