Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund
Sponsored by Board Of Trustees, Smw Local Union No. 25 Nj Annuity Fund · EIN 222586286 · Plan #001
- Total assets
- $158M
- Net assets
- $158M
- Active participants
- 378
- With balances
- 950
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Reynolds Consulting Services Llc CRD 135768 | fuzzy_auto · 94% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insur Co Of America | Other services | $77,927 |
| Boyd Watterson Asset Management Llc | Investment advisory (plan) | $73,351 |
| Reynolds Consulting | Investment advisory (plan) | $42,400 |
| Karleen O Neill | Employee (plan) | $40,423 |
| Manfre Cpa P.C. | Accounting | $39,696 |
| Virginia Olsen | Employee (plan) | $35,712 |
| Cleary, Josem & Trigiani Llp | Legal | $11,475 |