Sheet Metal Workers' Local Union No. 9 Pension Pla
Sponsored by Trustees Of Sheet Metal Workers' Local No. 9 Pension Plan · EIN 840783596 · Plan #001
- Total assets
- $193M
- Net assets
- $193M
- Active participants
- 825
- 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 |
|---|---|---|
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 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 |
|---|---|---|
| Slevin & Hart Pc | Legal, Direct payment from the plan | $152,701 |
| Rehn & Associates | Contract administrator, Recordkeeping, Copying and duplicating | $151,264 |
| Rael & Letson | Actuarial, Direct payment from the plan | $147,009 |
| Meketa Investment Group | Investment advisory (plan), Direct payment from the plan | $135,000 |
| Asb Capital Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $74,630 |
| Segall Bryant & Hamill, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $59,795 |
| Sheet Metal Workers Local No. 9 | Contract administrator, Recordkeeping, Copying and duplicating | $56,145 |
| Legacy Professionals Llp | Accounting, Recordkeeping, Direct payment from the plan | $33,758 |
| Us Bank National Association | Custodial (securities), Direct payment from the plan, Float revenue | $31,616 |
| State Street Global Advisors Trust | Custodial (other), Custodial (securities), Investment management | $18,857 |
| The Segal Company (Western States) | Actuarial, Consulting (general), Direct payment from the plan | $11,700 |