Sheet Metal Workers Pension Plan Of Northern California
Sponsored by Sheet Metal Workers Pension Trust · EIN 516115939 · Plan #001
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 5,187
- 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 |
|---|---|---|
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Earnest Partners Llc CRD 107926 | deterministic · 100% | 2024 |
| Sage Advisors, Llc CRD 301328 | fuzzy_auto · 97% | 2024 |
| Causeway Capital Management Llc CRD 113308 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys, Inc. | Contract administrator, Direct payment from the plan | $1,564,203 |
| Washington Capital Management, Inc | Investment management, Investment management fees (direct) | $852,757 |
| Graystone Consulting | Investment management, Investment management fees (direct) | $769,036 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $452,611 |
| Horizon Actuarial Services, Llc | Actuarial, Consulting (pension), Direct payment from the plan | $366,506 |
| Northwest Plan Services | Actuarial, Consulting (pension), Direct payment from the plan | $276,779 |
| Saltzman & Johnson Law Corporation | Legal, Direct payment from the plan | $273,454 |
| Us Bank | Investment management, Investment management fees (direct) | $242,891 |
| Chartwell Investment Partners, Llc | Trustee (individual), Investment management fees (direct) | $230,072 |
| Earnest Partners, Llc | Investment management, Investment management fees (direct) | $192,537 |
| Comerica Bank | Custodial (securities), Other services, Shareholder servicing fees | $191,259 |
| Sage Advisory | Investment management, Investment management fees (direct) | $175,767 |
| Trucker Huss, Apc | Legal, Direct payment from the plan | $150,604 |
| Slevin & Hart, Pc | Legal, Direct payment from the plan | $115,990 |
| Smart Source Llc | Legal, Direct payment from the plan | $73,562 |
| Causeway Capital Management Llc | Investment management, Investment management fees (direct) | $59,523 |
| Iron Mountain Inc. | Other services, Direct payment from the plan | $48,447 |
| Kraw Law Group | Legal, Direct payment from the plan | $48,270 |
| Capfinancial Partners, Llc | Investment management, Investment management fees (direct) | $39,140 |
| J.P. Morgan Chase & Co | Investment management, Investment management fees (direct) | $23,174 |
| Ck Opportunities Gp Llc | Investment management, Investment management fees (indirect), Other investment fees and expenses | $0 |
| Marsh & Mclennan Agency Llc | Insurance brokerage commissions, Insurance agents and brokers | $0 |