AUMdb

Sheet Metal Workers Local 22 Annuity Fund

Sponsored by Sheet Metal Workers Local 22 Annuity Fund · EIN 227375195 · Plan #002

Total assets
$82.7M
Net assets
$82.7M
Active participants
251
With balances
414

Plan year beginning 06/01/2024 · Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ubs Investments Investment management, Investment management fees (direct) $314,040
Bridgeway Benefit Technologies Recordkeeping, Investment management fees (direct) $17,923
Mspc Accounting, Direct payment from the plan $14,038