AUMdb

Sheet Metal Workers Local 100 401 K Plan

Sponsored by Sheet Metal Workers Local 100 401 K Plan · EIN 522080474 · Plan #002

Total assets
$161M
Net assets
$161M
Active participants
3,240
With balances
3,401

Plan year beginning 01/01/2024 · 401(k)

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 Investment management fees (direct), Investment management fees (indirect), Recordkeeping fees $255,820
William C. Earhart Co., Inc Contract administrator, Direct payment from the plan $117,124
Gyl Finanacial Synergies, Llc Investment advisory (plan), Direct payment from the plan $60,000
O'donoghue & O'donoghue Llp Legal, Direct payment from the plan $19,333
Novak Francella, Llc Accounting, Direct payment from the plan $17,298