Sheet Metal Workers Local Union No. 263 Retirement Savings Plan
Sponsored by Board Of Trustees Of Sheet Metal Workers Local Union No. 263 Retiremen · EIN 426498549 · Plan #001
- Total assets
- $42.4M
- Net assets
- $42.3M
- Active participants
- 560
- With balances
- 567
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Milliman Financial Risk Management | Recordkeeping | $58,424 |
| Benefits Management Group Inc | Plan administrator | $28,800 |
| Graystone Consulting, Llc | Investment management | $25,000 |
| Uhy, Llp | Accounting | $16,700 |
| Fox Rothschild, Llp | Legal | $15,000 |
| Bradley Hauge, Cpa | Accounting | $8,708 |
| Washington Street Ins. Group | Insurance agents and brokers | $8,192 |