Sheet Metal Workers International Assoc., Local 3 401(k) Plan
Sponsored by Sheet Metal Workers International Assoc., Local 3 · EIN 470795205 · Plan #001
- Total assets
- $52.0M
- Net assets
- $52.0M
- Active participants
- 770
- With balances
- 820
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Iron Financial Llc CRD 106682 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan) | $55,467 |
| Benefit Plans Inc | Recordkeeping | $52,089 |
| Nationwide | Insurance brokerage commissions | $48,446 |
| Iron Financial | Investment advisory (plan) | $25,237 |
| O'donnell Ficenec Wills & Ferdig | Accounting | $25,000 |
| Weinberg And Weinberg | Legal | $5,682 |