Sheet Metal 7 Zone 3 Pension Fund
Sponsored by Sheet Metal 7 Zone 3 Pension Fund · EIN 386237161 · Plan #001
- Total assets
- $65.6M
- Net assets
- $65.4M
- Active participants
- 227
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Chevy Chase Trust Company CRD 110742 | fuzzy_auto · 95% | 2024 |
| Legacy Investment Solutions, Llc CRD 322695 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Custodial (securities), Investment advisory (plan), Securities brokerage | $116,130 |
| Benesys Inc. | Claims processing, Contract administrator, Recordkeeping | $59,761 |
| Chevy Chase | Investment management, Direct payment from the plan | $41,840 |
| Ancora | Investment management, Direct payment from the plan | $28,396 |
| Segal Sbh | Investment management, Direct payment from the plan | $24,088 |
| Ledbetter Parisi Llc | Insurance agents and brokers, Direct payment from the plan | $21,396 |
| Wrubel Wesley & Co C.P.A.'S | Investment management, Direct payment from the plan | $15,330 |
| Tcw | Investment management, Investment management fees (direct) | $14,379 |
| Aristotle | Investment management, Direct payment from the plan | $14,005 |
| Boston | Investment management, Direct payment from the plan | $14,005 |
| Cuni, Rust & Strenk | Actuarial, Direct payment from the plan | $13,283 |
| Sage | Investment management, Direct payment from the plan | $6,305 |
| Seix | Investment management, Direct payment from the plan | $5,616 |