Sheet Metal Workers' Local 73 Pension Fund
Sponsored by Board Of Trustees Of The Sheet Metal Workers 73 Pension Fund · EIN 516126221 · Plan #001
- Total assets
- $786M
- Net assets
- $784M
- Active participants
- 1,863
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | fuzzy_auto · 98% | 2024 |
| Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | deterministic · 100% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Neuberger Berman Investment Advisers Llc CRD 124687 | fuzzy_auto · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jp Morgan Chase Bank, N.A. | Trustee (discretionary), Investment advisory (plan), Investment management | $359,691 |
| Loomis Sayles Trust Company | Investment management | $241,190 |
| National Investment Services | Investment management, Investment management fees (direct) | $224,688 |
| Marquette Associates Inc. | Consulting (pension), Investment advisory (plan) | $165,000 |
| J.P. Morgan Investment Mgmnt | Investment management, Investment management fees (direct), Investment management fees (indirect) | $164,239 |
| State Street Global Adv. Trust Co. | Custodial (securities), Investment management, Investment management fees (direct) | $158,844 |
| Acadian Asset Management Llc | Investment management, Investment management fees (direct) | $150,340 |
| The Segal Company, Inc. | Actuarial | $145,058 |
| Patrick Ludvigsen | Plan administrator, Employee (plan) | $121,828 |
| Patricia Ziegler | Employee (plan) | $114,606 |
| James Feinberg | Employee (plan) | $82,012 |
| Morgan Lewis & Bockius Llp | Legal | $81,404 |
| Bridgeway Benefit Technology | Other services | $78,043 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $75,073 |
| Cathy Slater | Employee (plan) | $64,441 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $61,383 |
| Midwest Inst. Trust Company | Custodial (securities), Investment management | $53,402 |
| Neuberger Berman Investment Advisor | Investment management, Soft dollars commissions | $47,925 |
| Zelis Payment Holdings | Copying and duplicating, Other services | $42,463 |
| Intercontinental Real Estate Corp | Investment management, Investment management fees (direct) | $41,979 |
| Bny Mellon | Custodial (securities), Investment management, Soft dollars commissions | $37,646 |
| Rita Gorman | Employee (plan) | $35,599 |
| Northern Trust Corporation | Investment management, Other services, Investment management fees (direct) | $32,818 |
| Maggie Nava | Employee (plan) | $29,778 |
| Gregorio, Stec, Klein & Hose | Legal | $27,177 |
| Ntiva. Inc. | Recordkeeping, Consulting (general) | $18,836 |
| Bond Brothers | Copying and duplicating | $18,700 |
| Calibre Cpa Group, Pllc | Recordkeeping | $6,257 |
| Datamation Imaging | Recordkeeping | $5,757 |
| Richard J. Wolf & Company | $5,309 |