Sheet Metal Workers Local 91 Annuity Plan
Sponsored by Board Of Trustees Sheetmetal Workers Local 91 Annuity Plan · EIN 362952946 · Plan #001 · Rock Island, IL
- Total assets
- $176M
- Net assets
- $176M
- Active participants
- 648
- With balances
- 760
Plan year beginning 01/01/2024 · Money purchase, 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 |
|---|---|---|
| Investment Consulting Group Inc CRD 106967 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc | Recordkeeping fees, Custodial (securities), Soft dollars commissions | $57,728 |
| Investment Consulting Group | Investment management, Direct payment from the plan | $30,000 |
| Romolo & Associates, Cpa's, Llc | Accounting, Direct payment from the plan | $24,446 |
| Quad City Bank And Trust | Trustee (institutional), Custodial (securities), Direct payment from the plan | $10,800 |