Sheet Metal Workers Union Local 38 Profit Sharing Fund
Sponsored by Bd Of Trustees Of Sheet Metal Workers Union L38 Profit Sharing Fd · EIN 133319782 · Plan #001
- Total assets
- $214M
- Net assets
- $213M
- Active participants
- 1,107
- With balances
- 1,179
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance Co | Direct payment from the plan, Recordkeeping fees | $64,602 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $37,000 |
| Morgan Stanley Smith Barney, Llc | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $35,000 |
| Asher Kelly Pllc | Legal, Direct payment from the plan | $21,599 |
| Empower Advisory Group Llc | Investment management, Direct payment from the plan | $9,388 |