Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan
Sponsored by Trustees Of Sheet Metal Workers Local 33 Pension Plan · EIN 346514741 · Plan #001
- Total assets
- $200M
- Net assets
- $191M
- Active participants
- 457
- 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 |
|---|---|---|
| Silchester International Investors Llp CRD 110987 | deterministic · 100% | 2024 |
| Eagle Capital Management, Llc CRD 110177 | deterministic · 100% | 2024 |
| Income Research + Management CRD 104863 | fuzzy_auto · 100% | 2024 |
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
| Arbor Capital Management Inc CRD 111362 | deterministic · 100% | 2024 |
| Kayne Anderson Rudnick Investment Management, Llc CRD 104599 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Silchester International Investors | Investment management | $277,518 |
| Eagle Capital Management | Investment management | $161,073 |
| Income Research & Management | Investment management | $121,269 |
| Mercer Investments Llc | Investment advisory (plan) | $95,349 |
| Arbor Capital Management | Investment management | $77,646 |
| Kayne Anderson Rudnick Investment | Investment management | $77,185 |
| Keybank Trust | Custodial (securities), Shareholder servicing fees | $70,964 |
| Stone Harbor Investment Partners | Investment management | $68,347 |
| Benesys, Inc. | Contract administrator | $65,315 |
| Segal Consulting | Actuarial | $63,690 |
| Allotta Farley Co. Lpa | Legal | $26,550 |
| Clark, Schaefer, Hackett & Co. | Accounting | $25,500 |
| Smw Fringe Benefit Funds, Inc. | Contract administrator | $12,847 |