Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan
Sponsored by Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension · EIN 352062343 · Plan #001
- Total assets
- $107M
- Net assets
- $107M
- Active participants
- 3,047
- With balances
- 4,611
Plan year beginning 01/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Servic | Recordkeeping, Custodial (securities), Direct payment from the plan | $192,831 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $98,017 |
| Arielle Martin | Employee (plan), Direct payment from the plan | $29,061 |
| Legacy Professionals Llp | Accounting, Direct payment from the plan | $17,500 |
| Ledbetter Partners, Llc | Legal, Direct payment from the plan | $15,028 |
| Kmr Systems | Other services, Direct payment from the plan | $8,418 |