Sheet Metal Workers Local 85 Pension Fund
Sponsored by Sheet Metal Workers Local 85 Pension Fund · EIN 586084968 · Plan #001
- Total assets
- $187M
- Net assets
- $187M
- Active participants
- 1,160
- 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 |
|---|---|---|
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 95% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Barrow, Hanley, Mewhinney & Strauss, Llc CRD 105519 | fuzzy_auto · 100% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Atlanta Capital Management Company, L.L.C. CRD 116719 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Atlanta Capital Management | Investment management | $313,125 |
| Barrow Hanley Mewhinney & Strauss | Investment management | $181,385 |
| Loomis Sayles & Company | Investment management | $127,765 |
| Southern Benefit Administrators Inc | Plan administrator, Consulting (general) | $93,753 |
| Asb Capital Management | Investment management | $71,395 |
| Ubs Financial Services | Custodial (securities), Investment management, Investment advisory (plan) | $50,500 |
| Horizon Actuarial Services | Actuarial | $47,170 |
| Arnall Golden Gregory Llp | Legal | $33,938 |
| Daniels, Irwin & Aylor | Accounting | $21,125 |
| Money Market, Mutual, Etfs & Closed | Custodial (securities), Investment management | $0 |