Pension Plan Of The Oregon Sheet Metal Workers Master Retirement Trust
Sponsored by Bot Oregon Sheet Metal Workers Master Retirement Trust · EIN 936018501 · Plan #001
- Total assets
- $529M
- Net assets
- $527M
- Active participants
- 1,578
- 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 |
|---|---|---|
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wedge Capital Management | Investment management fees (direct) | $212,034 |
| Loomis Sayles Trust Company, Llc | Investment management fees (direct) | $209,326 |
| Verus Advisory, Inc | Consulting (general), Investment management fees (direct) | $168,000 |
| The William C. Earhart Company, Inc | Contract administrator, Direct payment from the plan | $137,924 |
| Comerica Bank | Custodial (securities), Direct payment from the plan, Custodial (other) | $105,605 |
| Milliman | Consulting (general), Direct payment from the plan | $80,736 |
| Withum Smith+Brown, Pc | Accounting, Direct payment from the plan | $65,775 |
| Chevy Chase Trust Company | Investment management, Investment management fees (direct) | $43,727 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $36,219 |
| Linda Larkin | Direct payment from the plan, Legal | $31,665 |
| Ogletree, Deakins, Nash, Et Al. | Legal, Direct payment from the plan | $20,751 |
| Us Bank Of Oregon | Custodial (other), Direct payment from the plan | $5,423 |
| Hamilton Lane Advisors, L.L.C. | Investment management fees (indirect) | $0 |