Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan
Sponsored by Board Of Trustees Sheet Metal, Air Youngstown District · EIN 346596079 · Plan #111 · Canfield, OH
- Total assets
- $39.5M
- Net assets
- $39.4M
- Active participants
- 503
- With balances
- 451
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Custodial (securities), Recordkeeping, Valuation | $37,717 |
| Asher Kelly | Legal | $14,858 |
| Sheet Metal Collection Agency | Recordkeeping fees | $14,068 |
| Benesys | Contract administrator, Recordkeeping | $12,480 |
| Andco Consulting | Consulting (general) | $12,000 |
| Mariner Institutional Llc | Consulting (general) | $12,000 |
| Packer Thomas | Accounting | $10,250 |