Sheet Metal Workers Local 219 Retirement Savings Fund
Sponsored by Board Of Trustees Sheet Metal Workers Local 219 R.S.P. · EIN 364343290 · Plan #001
- Total assets
- $210M
- Net assets
- $210M
- Active participants
- 964
- With balances
- 631
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Smart Local Union 219 | Plan administrator | $78,717 |
| Meketa Investment Group | Investment advisory (plan) | $72,000 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $37,677 |
| Bridgeway Benefit Technologies | Other services | $37,190 |
| American Realty Advisors Llc | Investment management, Investment management fees (direct) | $16,690 |
| John Hancock Retirement Plan Svcs | Recordkeeping, Custodial (securities), Investment management fees (indirect) | $4,050 |