International Association Of Sheet Metal, Air, Rail And Transportation Workers (Smart) Local Union No. 36 Pension Fund
Sponsored by Board Of Trustees Of Smart Local Union No. 36 Pension Fund · EIN 430727853 · Plan #001
- Total assets
- $373M
- Net assets
- $372M
- Active participants
- 1,381
- 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 |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
| Ccm Partners, Lp CRD 104720 | deterministic · 100% | 2024 |
| Rreef America L.L.C. CRD 109596 | fuzzy_auto · 94% | 2024 |
| Wellington Management Company Llp CRD 106595 | deterministic · 100% | 2024 |
| Legal & General Investment Management America Inc. CRD 149156 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Marquette Associates, Inc. | Investment advisory (plan) | $179,811 |
| Jackie Curlee | Employee (plan) | $105,244 |
| Shelton Capital Management | Investment management, Investment management fees (direct) | $102,785 |
| Rreef America Llc | Investment management, Investment management fees (direct) | $101,789 |
| Wellington Management Company, Llp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $101,548 |
| Blackrock Institutional Trust Co | Investment management, Investment management fees (indirect) | $82,943 |
| Judith Mitchell | Plan administrator, Employee (plan) | $61,765 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $55,691 |
| Joanna Ham | Employee (plan) | $51,864 |
| Ekon Benefits | Actuarial | $51,600 |
| Evelyn Dunajcik | Employee (plan) | $51,074 |
| Us Bank National Association | Custodial (securities), Investment management fees (indirect), Float revenue | $46,054 |
| Catherine Dobrynski | Employee (plan) | $37,938 |
| Amy Jo Wood | Employee (plan) | $37,377 |
| Schuchat, Cook, & Werner | Legal | $35,683 |
| Legal & General Investment Mgmt | Investment management, Investment management fees (direct) | $21,046 |
| Conner Ash, P.C. | Accounting, Recordkeeping | $11,443 |
| System Design Associates | Recordkeeping, Other services | $5,150 |