Rhode Island Sheet Metal Workers Local 17 Annuity Fund
Sponsored by Ri Sheet Metal Workers Local 17 Annuity Fd, Board Of Trustees · EIN 050398597 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024 · Money purchase
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 |
|---|---|---|
| Segal Marco Advisors | Trustee (discretionary), Investment advisory (plan) | $34,836 |
| Ward Fisher & Company Llp | Accounting | $31,300 |
| Rodio & Ursillo, Ltd | Legal | $17,010 |
| Administration Services Inc | Plan administrator | $9,923 |