Baton Rouge Sheet Metal Workers Pension Fund
Sponsored by Jt Bd Of Trustees Sheet Metal Workers Pension Fund · EIN 720562245 · Plan #001 · Baton Rouge, LA
- Total assets
- $54.9M
- Net assets
- $54.5M
- Active participants
- 207
- 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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Capital Markets Llc | Investment advisory (plan), Other investment fees and expenses, Securities brokerage commissions | $77,057 |
| Terri Neff | Employee (plan) | $69,438 |
| Rebecca L Barker | Employee (plan) | $50,160 |
| Ted Soileau, Cpa, Llc | Accounting | $17,843 |
| Osborn, Carreiro And Associates | Actuarial | $16,000 |
| Jeremy Palmer | Accounting | $8,915 |
| Percy J Comeaux | Consulting (general) | $6,800 |
| Thomas Lockwood | Legal | $6,482 |
| Vince Comeaux | Consulting (general) | $3,710 |