Sheet Metal Workers Local No. 4 Pension Plan
Sponsored by Sheet Metal Workers Local No. 4 Pension Plan · EIN 620800645 · Plan #001
- Total assets
- $54.5M
- Net assets
- $54.3M
- Active participants
- 594
- 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 |
|---|---|---|
| Standard Valuations Inc CRD 112413 | deterministic · 100% | 2024 |
| Zacks Investment Management, Inc. CRD 110897 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zacks Investment Management, Inc. | Investment management | $57,960 |
| Southern Benefit Administrators | Plan administrator | $37,938 |
| Standard Valuations, Inc | Investment advisory (plan) | $34,000 |
| Daniels Irwin & Aylor | Accounting | $19,100 |
| Asb Allegiance | Investment management | $15,185 |
| Godwin, Morris, Laurenzi, Bloomfiel | Legal | $11,074 |
| U.S. Bank | Custodial (securities), Investment management | $8,755 |
| Boyd Watterson | Custodial (securities), Investment management | $6,970 |
| Osborn, Carreiro & Associates, Inc. | Actuarial | $5,300 |
| Great Gray Trust Company, Llc | Investment management | $0 |
| Money Market And Mutual Funds | Custodial (securities), Investment management | $0 |