Sheet Metal Workers Local No. 124 Pension Plan
Sponsored by Sheet Metal Workers Local No. 124 Pension Plan · EIN 736145795 · Plan #001 · Oklahoma City, OK
- Total assets
- $57.2M
- Net assets
- $57.2M
- Active participants
- 319
- 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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co. | Recordkeeping fees | $175,239 |
| Rbc Capital Markets | Direct payment from the plan, Investment advisory (plan) | $62,500 |
| Cox Holsted & Dimick Plc | Direct payment from the plan, Contract administrator | $15,795 |
| Morrow And Company Llc | Accounting, Direct payment from the plan | $14,750 |
| Ima Select Llc | Direct payment from the plan, Investment advisory (plan), Insurance services | $11,682 |
| Mcafee And Taft | Direct payment from the plan, Legal | $9,383 |