American Water Heater Company Pension Plan For The Johnson City, Tennessee Manufacturing Bargaining Unit
Sponsored by A.O. Smith Corporation · EIN 390619790 · Plan #019 · Milwaukee, WI
- Total assets
- $18.6M
- Net assets
- $18.3M
- Active participants
- 689
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sun Life Capital Management (U.S.) Llc CRD 109684 | fuzzy_auto · 98% | 2024 |
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
| Nvng Investment Advisors, Llc CRD 307219 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting, Inc. | Actuarial, Consulting (general) | $121,392 |
| A.O. Smith Corporation | Plan administrator | $82,121 |
| Naviantgroup, Llc | Contract administrator | $43,281 |
| Sun Life Capital Management U.S. | Investment management | $36,398 |
| Marquette Associates | Investment management | $35,000 |
| Reilly, Penner & Benton Llp | Accounting | $27,500 |
| Nvng Investment Advisors | Investment management | $10,000 |
| Automatic Data Processing | Other services | $9,266 |