Sheet Metal Workers Local 98 Pension Fund
Sponsored by Board Of Trustees Sheet Metal Workers Local 98 Pension Fund · EIN 316171213 · Plan #001 · Ona, WV
- Total assets
- $169M
- Net assets
- $169M
- Active participants
- 883
- 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 |
|---|---|---|
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 96% | 2024 |
| Aristotle Capital Management, Llc CRD 109876 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Segal Group | Actuarial | $112,623 |
| Asb Capital Management | Investment advisory (plan) | $78,578 |
| American Benefits Corporation | Contract administrator | $72,326 |
| Marquette Associates | Investment advisory (plan) | $54,000 |
| Ledbetter Partners Llc | Legal | $41,845 |
| National Investment Services | Investment advisory (plan) | $29,195 |
| Gray, Griffith & Mays, A.C. | Accounting | $24,505 |
| Aristotle Capital Management | Investment advisory (plan) | $21,060 |
| Keybank | Other services | $15,537 |