Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan
Sponsored by Sheet Metal Workers Local 33 · EIN 311524549 · Plan #001
- Total assets
- $176M
- Net assets
- $176M
- Active participants
- 3,973
- With balances
- 3,973
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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $278,699 |
| Sheet Metal Workers' Local 33 | Other fees | $112,276 |
| Massachusetts Mutual Life Insurance | Float revenue, Recordkeeping fees | $96,371 |
| Morgan Stanley Global Banking | Investment advisory (plan) | $60,925 |
| Benesys, Inc. | Plan administrator, Recordkeeping | $46,249 |
| Allotta Farley Co., L.P.A. | Legal | $27,976 |
| Smw Local 33 | Contract administrator | $22,985 |
| Clark, Schaefer, Hackett & Co. | Actuarial | $16,000 |