Sheet Metal Workers Local Union No. 292 Annuity Fund
Sponsored by Bd Of Trustees Sheet Metal Workers Local Union No. 292 Annuity Fund · EIN 383204600 · Plan #001
- Total assets
- $37.4M
- Net assets
- $37.3M
- Active participants
- 582
- With balances
- 979
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).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys, Inc | Accounting, Contract administrator, Recordkeeping | $116,391 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $88,042 |
| Ameican Graphics Printing | Copying and duplicating, Direct payment from the plan | $24,459 |
| Watkins Pawlick Calati & Prifti, Pc | Legal, Direct payment from the plan | $16,092 |
| Benda, Grace, Stulz & Company, P.C. | Accounting, Direct payment from the plan | $14,400 |
| Fidelity Investmetns | Custodial (securities), Investment management fees (indirect) | $10,106 |