Sheet Metal Workers Local No.20 Gary Area Pension
Sponsored by Trustees Of Sheet Metal Workers Local 20 Gary Area Pension Fund · EIN 356057213 · Plan #001
- Total assets
- $113M
- Net assets
- $112M
- Active participants
- 499
- 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Victory Capital Management Inc. CRD 106189 | 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Named fiduciary, Securities brokerage | $432,327 |
| The Segal Company (Midwest), Inc. | Actuarial, Consulting (general), Consulting (pension) | $72,895 |
| Tic Midwest Llc | Contract administrator, Copying and duplicating | $64,113 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $49,398 |
| Asher,Gittler & D'alba, Ltd | Legal | $47,096 |
| First State Trust Company | Custodial (securities) | $43,839 |
| Victory Capital Management | Investment management, Investment management fees (direct) | $12,750 |
| Legal & General Investment Mgmt | Investment management, Investment management fees (indirect) | $5,861 |