Sm Workers Local 49 Defined Contribution Pension Plan
Sponsored by Board Of Trustees Sm Workers Local 49 Defined Contribution Plan · EIN 742846833 · Plan #001 · Albuquerque, NM
- Total assets
- $24.5M
- Net assets
- $24.5M
- Active participants
- 633
- With balances
- 997
Plan year beginning 04/01/2024 · 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 |
|---|---|---|
| Matrix Trust Co | Custodial (securities), Investment advisory (plan), Participant communication | $145,461 |
| One America Retirement Services Llc | Recordkeeping | $97,392 |
| Southwest Service Administrators | Contract administrator | $29,923 |
| Kelley Law Group | Legal | $22,182 |
| Marsh & Mclennon | Insurance services | $14,161 |
| Baldwin Moffitt Behm Llp | Accounting | $8,584 |