Sheet Metal Workers Local 218(d) Defined Contribution Plan
Sponsored by Trustees Of The Smw Local 218(d) Defined Contribution Plan · EIN 364048417 · Plan #002 · Indianapolis, IN
- Total assets
- $15.3M
- Net assets
- $15.3M
- Active participants
- 119
- With balances
- 132
Plan year beginning 09/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Healthscope Benefits | Plan administrator | $30,000 |
| Northwestern Mutual Wealth Mgmnt Co | Investment advisory (participants), Investment advisory (plan), Investment management | $28,993 |
| Calibre Cpa Group Pllc | Accounting | $11,750 |
| John Hancock Retirement Plan Servic | Custodial (securities), Investment management fees (direct), Investment management fees (indirect) | $10,120 |
| Cavanaugh & O'hara, Llp | Legal | $6,860 |