Smwia Staff Pension Plan
Sponsored by International Association Of Sheet Metal Air, Rail And Transportation · EIN 526061995 · Plan #001 · Falls Church, VA
- Total assets
- $126M
- Net assets
- $122M
- Active participants
- 80
- With balances
- 0
Plan year beginning 12/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Clearstead Advisors, Llc CRD 105674 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Segal Company | Actuarial, Direct payment from the plan | $29,656 |
| Clearstead Advisors Llc | Investment advisory (plan) | $25,724 |
| Mooney, Green, Saindon Et Al | Legal | $16,780 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $15,250 |
| Wells Fargo | Custodial (securities), Direct payment from the plan | $13,143 |