Smart Local 137 Annuity Fund
Sponsored by Board Of Trustees S.M.A.R.T. Workers Local 137 Annuity Fund · EIN 132866830 · Plan #002
- Total assets
- $82.0M
- Net assets
- $82.0M
- Active participants
- 285
- With balances
- 407
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $45,000 |
| Reynolds Consulting Services, Llc | Investment advisory (plan), Direct payment from the plan | $36,750 |
| Colleran, O'hara & Mills Llp | Legal, Direct payment from the plan | $19,931 |