Flint Area Sheet Metal Workers Local 7 4 Pension Fund
Sponsored by Board Of Trustees, Flint Area Sheet Metal Workers Local 7 Zone 4 · EIN 386082372 · Plan #001
- Total assets
- $61.8M
- Net assets
- $61.5M
- Active participants
- 203
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Tcw Investment Management Company Llc CRD 106546 | fuzzy_auto · 96% | 2024 |
| Firva Capital Management Llc CRD 147143 | fuzzy_auto · 98% | 2024 |
| Sage Advisory Services Ltd Co CRD 106236 | deterministic · 100% | 2024 |
| Cambiar Investors, Llc CRD 115093 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Graystone Consulting | Investment advisory (plan), Direct payment from the plan | $152,720 |
| Benesys, Inc. | Accounting, Contract administrator, Recordkeeping | $97,400 |
| Foundry Partners, Llc | Investment management, Direct payment from the plan | $42,947 |
| Aristotle | Investment management, Direct payment from the plan | $40,665 |
| United Actuarial Services | Actuarial, Direct payment from the plan | $32,450 |
| Ledbetter Parisi, Llc | Legal, Direct payment from the plan | $31,021 |
| Fiera Capital Management | Investment management, Direct payment from the plan | $21,889 |
| Benda, Grace, Stulz, & Company, P.C | Accounting, Direct payment from the plan | $17,600 |
| Cambiar Investors, Llc | Investment management, Direct payment from the plan | $16,667 |
| Comerica Bank | Custodial (securities), Direct payment from the plan | $16,662 |
| Asb Capital Management | Investment management, Direct payment from the plan | $0 |
| Tcw Investmetnt Management Company | Investment management, Direct payment from the plan | $0 |
| Sage Advisory Services, Ltd | Investment management, Direct payment from the plan | $0 |