Sheet Metal Workers' Local No. 40 Pension Fund
Sponsored by Board Of Trustees Sheet Metal Workers' Local No. 40 Pension Fund · EIN 066157817 · Plan #001
- Total assets
- $56.9M
- Net assets
- $55.9M
- Active participants
- 298
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Sei Investment Mangament Corporatio | Investment management, Investment management fees (direct), Investment management fees (indirect) | $313,450 |
| The Segal Company | Actuarial | $208,265 |
| Daniel H. Cook Associates, Inc. | Recordkeeping, Direct payment from the plan | $130,906 |
| Novak Francella Llc | Direct payment from the plan | $33,666 |
| Reid & Riege Pc | Legal, Direct payment from the plan | $30,808 |
| Principal Financial Group | Investment management, Investment management fees (direct), Investment management fees (indirect) | $9,628 |