Sheet Metal Workers Local 224 Pension Fund
Sponsored by Sheet Metal Workers Local 224 Pension Fund Bd Of Trustees · EIN 316171353 · Plan #001
- Total assets
- $76.3M
- Net assets
- $76.1M
- Active participants
- 297
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Capital Fund Advisors, Llc CRD 316910 | fuzzy_auto · 95% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Pnl Investments CRD 339543 | fuzzy_auto · 96% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Ares Management Llc CRD 130074 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Capital Inv Advisors | Investment advisory (plan), Direct payment from the plan | $116,151 |
| Solxsys Administrative Solutions | Plan administrator, Recordkeeping, Other services | $70,075 |
| Cuni, Rust & Strenk | Actuarial, Direct payment from the plan | $49,650 |
| Clark, Schaefer, Hackett & Co. | Accounting, Direct payment from the plan | $42,121 |
| Clarion Lion | Investment management, Direct payment from the plan | $36,317 |
| Ledbetter Parisi Llc | Legal, Direct payment from the plan | $33,478 |
| John Hancock | Trustee (institutional), Direct payment from the plan | $28,691 |
| National Investment Services | Investment management, Direct payment from the plan | $26,710 |
| Pnc Investments | Investment management, Direct payment from the plan | $18,314 |
| Washington Capital Management | Investment management, Direct payment from the plan | $16,915 |
| Segal Select Insurance Services Inc | Insurance agents and brokers, Direct payment from the plan | $15,914 |
| Stockbridge Niche Logistics | Other services, Direct payment from the plan | $13,903 |
| Fifth Third Bank | Other services, Direct payment from the plan | $10,057 |
| Stockbridge Smart Markets Fund, Lp | Direct payment from the plan | $10,019 |
| American Graphics | Other services, Direct payment from the plan | $9,470 |
| Frsecure Llc Cyber Security Risk | Securities brokerage, Direct payment from the plan | $8,844 |
| Ares Management Llc | Investment management, Direct payment from the plan | $6,970 |
| National Coordinating Committee | Other services, Direct payment from the plan | $5,100 |