Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund
Sponsored by Board Of Trustees Sheet Metal, Air Youngstown District · EIN 341939172 · Plan #001 · Canfield, OH
- Total assets
- $82.8M
- Net assets
- $82.7M
- Active participants
- 196
- 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 |
|---|---|---|
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Realty Advisors | Custodial (securities), Investment management | $74,616 |
| U S Real Estate Investment Fund | Custodial (securities), Investment management | $59,690 |
| Ullico Infrastructure T/E Fund | Custodial (securities), Investment management | $55,405 |
| Benesys | Plan administrator | $55,284 |
| Pnc Bank Na | Custodial (securities), Investment management | $49,399 |
| Cuni, Rust & Strenk | Actuarial | $44,450 |
| Asher Kelly | Legal | $44,217 |
| Sheet Metal Collection Agency | Recordkeeping fees | $17,610 |
| Andco Consulting | Consulting (pension) | $15,000 |
| Mariner Institutional Llc | Consulting (pension) | $15,000 |
| Packer Thomas | Accounting | $12,300 |