Sacramento Area Electrical Workers Pension And Profit Sharing Plan
Sponsored by Board Of Trustees, Sacramento Area Electrical Workers · EIN 942773478 · Plan #001
- Total assets
- $327M
- Net assets
- $326M
- Active participants
- 1,296
- With balances
- 2,733
Plan year beginning 01/01/2024 · Money purchase, Profit-sharing
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 |
| Garcia Hamilton & Associates Lp CRD 108017 | fuzzy_auto · 95% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney | Investment management, Investment management fees (direct) | $290,934 |
| Sierra Investment Partners, Inc | Investment management, Investment management fees (direct) | $272,813 |
| Garcia Hamilton & Associates L.P. | Investment management, Investment management fees (direct) | $163,826 |
| Zenith American Solutions | Contract administrator, Direct payment from the plan | $154,401 |
| Nwps | Recordkeeping, Direct payment from the plan | $145,944 |
| Ibew Local 340 | Other services, Direct payment from the plan | $68,747 |
| Matrix Trust Company | Custodial (securities), Direct payment from the plan | $65,603 |
| Asb Capital Management | Investment management, Investment management fees (direct) | $63,265 |
| Neyhart Anderson Flynn & Grosboll | Legal, Direct payment from the plan | $49,983 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $30,000 |
| Corporate Mailing Service | Copying and duplicating, Direct payment from the plan | $10,068 |