Utah Sheet Metal Pension Trust
Sponsored by Utah Sheet Metal Pension Trust · EIN 876156446 · Plan #001 · Murray, UT
- Total assets
- $275M
- Net assets
- $275M
- Active participants
- 910
- With balances
- 0
Plan year beginning 11/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Equity Investment Corporation CRD 283930 | deterministic · 100% | 2024 |
| Alta Capital Management Llc CRD 106786 | deterministic · 100% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Boston Company Asset Mgmt, Llc | Investment management fees (direct), Float revenue, Soft dollars commissions | $392,954 |
| Equity Investment Company | Investment management fees (direct), Investment management | $380,383 |
| Alta Capital Management | Investment management, Investment management fees (direct), Soft dollars commissions | $275,250 |
| Wells Fargo Advisors, Llc | Investment advisory (plan) | $255,428 |
| Agincourt | Investment management, Investment management fees (direct) | $148,556 |
| The Segal Company | Consulting (general), Consulting (pension), Insurance brokerage commissions | $128,206 |
| Us Bank | Custodial (securities) | $97,898 |
| Southwest Service Administrators | Plan administrator, Claims processing | $58,521 |
| Spencer Fane Llp | Legal | $30,639 |
| Segal Select Insurance Services | Insurance brokerage commissions | $27,407 |
| Baldwin Moffitt Behm Llp | Accounting | $22,226 |
| Letterstream | Copying and duplicating | $7,912 |