Sheet Metal Workers Local 441 Supplemental Pension Plan
Sponsored by Sheet Metal Workers Local 441 Supplemental Pension Plan · EIN 636219747 · Plan #001
- Total assets
- $13.7M
- Net assets
- $13.7M
- Active participants
- 328
- 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 |
|---|---|---|
| Highland Capital Management, Llc CRD 104842 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Highland Capital Management Llc | Investment management | $56,251 |
| Southern Benefit Administrators | Plan administrator | $50,783 |
| U.S. Bank | Custodial (securities), Investment management | $23,422 |
| Southern Actuarial Services | Actuarial | $13,750 |
| Daniels, Irwin & Aylor Cpas | Accounting | $13,500 |
| Quinn Connor Weaver Davies & Rouco | Legal | $4,240 |
| Money Market Fund | Custodial (securities), Investment management | $0 |
| Boyd Watterson | Custodial (securities), Investment management | $0 |