Sheet Metal Workers Local 44 Annuity Fund
Sponsored by Trustees Of The Sheet Metal Workers Local 44 · EIN 236751172 · Plan #002 · Wilkes Barre, PA
- Total assets
- $51.2M
- Net assets
- $51.2M
- Active participants
- 253
- With balances
- 356
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Berkshire Asset Management, Llc CRD 145463 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Retirement, Llc | Direct payment from the plan, Participant loan processing, Recordkeeping | $33,887 |
| Lawrence C. Musgrove Associates | Contract administrator, Direct payment from the plan | $26,400 |
| Berkshire Asset Management | Investment advisory (plan), Investment management fees (direct) | $18,513 |
| Alan Ross And Company Pc | Accounting, Direct payment from the plan | $9,080 |
| O'donoghue & O'donoghue | Legal, Direct payment from the plan | $8,997 |