Sheet Metal Workers' Pension Plan Of Southern California Arizona And Nevada
Sponsored by Board Of Trustees, Sheet Metal Workers' Pension Plan · EIN 956052257 · Plan #001
- Total assets
- $1.4B
- Net assets
- $1.4B
- Active participants
- 5,519
- 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 |
|---|---|---|
| Mcmorgan & Company Llc CRD 115060 | fuzzy_auto · 94% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Fiera Capital Inc. CRD 113638 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| The Capital Group Investment Advisors Inc CRD 129615 | deterministic · 100% | 2024 |
| Causeway Capital Management Llc CRD 113308 | fuzzy_auto · 98% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Other investment fees and expenses, Recordkeeping, Custodial (securities) | $2,464,963 |
| Sheet Metal Benefit Plans Admin | Plan administrator, Employee (plan), Direct payment from the plan | $2,133,170 |
| Washington Capital Management Inc. | Investment management fees (direct) | $607,261 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $303,261 |
| Columbia Mgmt Investment Advisors | Investment management, Investment management fees (direct) | $300,142 |
| The Segal Company (Ws), Inc. | Actuarial, Consulting (general), Consulting (pension) | $285,883 |
| Mcmorgan & Company Llc | Investment management, Investment management fees (direct) | $264,202 |
| Fox Rothschild Llp | Legal | $261,431 |
| Martin Currie | Investment management, Investment management fees (direct) | $252,762 |
| Delaware Capital Management | Investment management, Investment management fees (direct) | $244,310 |
| Asb Capital Management Llc | Investment management, Investment management fees (direct) | $203,060 |
| Fiera Capital Inc. | Investment management, Investment management fees (direct) | $179,988 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $144,970 |
| Comerica | Custodial (securities), Other services, Shareholder servicing fees | $131,714 |
| Madison Core Property Fund, Lp | Investment management, Investment management fees (direct) | $108,478 |
| The London Company | Investment management, Investment management fees (direct) | $96,435 |
| Segall Bryant & Hamill | Investment management, Investment management fees (direct) | $93,124 |
| Causeway Capital Mgmt | Investment management, Investment management fees (direct) | $87,889 |
| Cushman & Wakefield Of California | Real estate brokerage | $84,614 |
| Union Labor Life Insurance Company | Investment management, Investment management fees (direct) | $71,554 |
| Garcia Hamilton & Assoc. L.P. | Investment management, Investment management fees (direct) | $70,841 |
| Withum Smith + Brown | Accounting, Direct payment from the plan | $64,634 |
| Capital Group | Investment management, Investment management fees (direct) | $59,419 |
| American Mailing Service, Inc. | Other services | $21,569 |
| Erisa Advisory Group | Consulting (general) | $17,375 |
| Tvg Consulting | Consulting (general), Other services | $13,289 |
| Sandco Services Inc. | Insurance agents and brokers | $0 |
| Marsh & Mclennan Companies, Inc. | Insurance agents and brokers, Insurance brokerage commissions | $0 |