Sheet Metal Workers' Local 206 Section 401(a) Plan
Sponsored by Board Of Trustees, Sheet Metal Workers' Local 206 · EIN 330614939 · Plan #001
- Total assets
- $61.7M
- Net assets
- $61.6M
- Active participants
- 1,164
- With balances
- 0
Plan year beginning 07/01/2024 · Money purchase, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northwest Plan Services | Plan administrator, Recordkeeping, Consulting (general) | $181,057 |
| Mammini Company Inc. | Investment advisory (participants), Investment advisory (plan), Participant communication | $39,846 |
| Gilbert & Sackman | Legal | $26,396 |
| Matrix Trust Company | Trustee (institutional), Float revenue | $25,359 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $20,700 |
| Smacna San Diego | Recordkeeping, Other fees | $17,840 |