Sheet Metal Workers Local No. 2 401(k) Plan
Sponsored by Board Of Trustees Sheet Metal Workers Local 2 · EIN 311648261 · Plan #001
- Total assets
- $108M
- Net assets
- $108M
- Active participants
- 3,023
- With balances
- 2,253
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group, Llc | Investment advisory (plan) | $97,762 |
| Tic International Corporation | Contract administrator | $56,860 |
| Novak Birks, P.C. | Accounting | $46,215 |
| Cook Castle Associates, Llc | Other fees | $38,365 |
| Haynes Benefits Pc | Legal | $31,145 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $21,452 |
| Rouse Frets Gentile & Rhodes Llc | Other fees | $3,480 |
| Lees Printing Group Inc | Other fees | $2,344 |
| Lexisnexis Risk Data Management Inc | Other fees | $141 |