Southern California Sheet Metal Workers' 401(a) Plan
Sponsored by Board Of Trustees, Southern California Sheet Metal · EIN 330319259 · Plan #001
- Total assets
- $548M
- Net assets
- $547M
- Active participants
- 4,194
- With balances
- 7,069
Plan year beginning 07/01/2024 · Money purchase, Total participant-directed account
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 |
|---|---|---|
| Northwest Plan Services | Plan administrator, Recordkeeping, Consulting (general) | $653,791 |
| Mammini Company Inc. | Investment advisory (participants), Investment advisory (plan), Participant communication | $173,416 |
| Matrix Trust Company | Trustee (institutional), Float revenue | $112,239 |
| Gilbert & Sackman | Legal | $82,338 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $25,400 |