Sheet Metal Workers Local Union No. 12 Annuity Fund
Sponsored by Bd Of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund · EIN 251478389 · Plan #003
- Total assets
- $112M
- Net assets
- $112M
- Active participants
- 991
- With balances
- 1,560
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner Institutional, Llc CRD 111964 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Participant communication, Recordkeeping fees | $167,311 |
| Central Data Services | Contract administrator | $57,300 |
| Mariner Institutional, Llc | Investment advisory (plan) | $40,000 |
| Diclaudio & Kramer, Llc | Accounting | $16,535 |
| Jubelirer Pass & Intrieri, P.C. | Legal | $13,438 |