Sheet Metal Workers Local Union No 71 Pension Plan
Sponsored by Board Of Trustees Sheet Metal Workers Local No. 71 Pension Plan · EIN 166051585 · Plan #001 · Buffalo, NY
- Total assets
- $63.7M
- Net assets
- $63.6M
- Active participants
- 334
- With balances
- 0
Plan year beginning 06/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiam Trust Company | Investment management fees (direct), Securities brokerage | $49,022 |
| The Segal Company | Actuarial, Direct payment from the plan | $49,000 |
| Loomis, Sayles & Company | Investment management fees (direct) | $42,708 |
| Segal Advisors | Investment advisory (plan), Direct payment from the plan | $39,500 |
| Ubs Realty Investors | Investment management fees (direct) | $29,978 |
| Wtc Cif Ii Core Bond Plus | Investment management fees (direct) | $28,992 |
| Aberdeen | Investment management fees (direct) | $25,699 |
| Tronconi Segarra & Associates Llp | Accounting, Direct payment from the plan | $19,830 |
| Lipsitz Green Scime Cambria Llp | Legal, Direct payment from the plan | $14,678 |