Sheet Metal Workers International Association Local 73 Annuity Plan
Sponsored by Trustees Of Sheet Metal Workers Int'l Association Local No. 73 · EIN 205002115 · Plan #003
- Total assets
- $708M
- Net assets
- $708M
- Active participants
- 1,792
- With balances
- 2,843
Plan year beginning 06/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $123,099 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $54,132 |
| Marquette Associates, Inc | Investment advisory (plan) | $40,000 |
| Magaly Nava | Employee (plan) | $34,146 |
| Gregorio, Stec, Klein & Hose | Legal | $32,156 |
| Fidelity Investments Instl Ops | Participant loan processing, Direct payment from the plan, Recordkeeping fees | $31,548 |
| Segal Select Insurance Services | Insurance agents and brokers, Direct payment from the plan | $14,415 |
| Bridgeway Benefit Technologies | Recordkeeping, Consulting (general), Other services | $10,754 |
| Calibre Cpa Group, Llc | Recordkeeping | $9,358 |
| Richard Wolf & Co | Recordkeeping | $7,941 |