Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan And Trust
Sponsored by Trustees Of The Sheet Metal Workers Local 100 (Baltimore Area) Annuity · EIN 521256774 · Plan #001 · Baltimore, MD
- Total assets
- $21.1M
- Net assets
- $21.1M
- Active participants
- 60
- With balances
- 683
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Anchor Capital Advisors Llc CRD 105540 | deterministic · 100% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wagner Bowman Management Corp. | Investment management, Investment management fees (direct) | $45,306 |
| Anchor Capital Advisors, Llc | Investment management, Investment management fees (direct), Securities brokerage commissions | $31,170 |
| Raymond James And Associates, Inc. | Investment advisory (plan), Direct payment from the plan | $29,217 |
| Abato, Rubenstein And Abato, P.A. | Legal, Direct payment from the plan | $15,950 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $11,000 |
| Zenith American Solutions | Contract administrator, Direct payment from the plan | $9,077 |