Sheet Metal Workers Annuity Fund Local Union No. 19
Sponsored by Bd Of Trustees Of The Smw Annuity Fund · EIN 232245696 · Plan #001
- Total assets
- $474M
- Net assets
- $474M
- Active participants
- 3,255
- With balances
- 3,554
Plan year beginning 05/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower | Plan administrator, Direct payment from the plan | $311,162 |
| Sheet Metal Workers Loc #19 Pension | Direct payment from the plan | $234,455 |
| Investment Performance Services, | Investment advisory (plan), Investment management fees (direct) | $82,500 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $24,100 |
| Spear Wilderman | Legal, Direct payment from the plan | $18,179 |
| Susanin, Widman & Brennan | Legal, Direct payment from the plan | $16,890 |
| Td Bank, Na | Recordkeeping, Direct payment from the plan | $7,186 |