Sheet Metal Workers Local No 58 Retirement Plan
Sponsored by Sheet Metal Workers Local No 58 Retirement Fund · EIN 161188938 · Plan #001 · East Syracuse, NY
- Total assets
- $14.3M
- Net assets
- $14.3M
- Active participants
- 214
- With balances
- 231
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Partial 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 |
|---|---|---|
| Burke Group | Contract administrator | $35,742 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $20,000 |
| D'arcangelo & Co. Llp | Accounting | $10,000 |
| Blitman & King Llp | Legal | $9,587 |