Sheet Metal Workers Local 46 Annuity Plan
Sponsored by Sheet Metal Workers Local 46 Annuity Plan Board Of Trustees · EIN 161168659 · Plan #002
- Total assets
- $47.3M
- Net assets
- $47.2M
- Active participants
- 409
- With balances
- 596
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees, Investment management fees (direct) | $120,674 |
| Smw Local 46 Health Fund | Direct payment from the plan, Other services | $51,447 |
| Blitman & King, Llp | Direct payment from the plan, Legal | $28,487 |
| Morgan Stanley Smith Barney Llc | Direct payment from the plan, Investment advisory (plan) | $22,467 |
| Bonadio & Co., Llp | Accounting, Direct payment from the plan | $15,750 |