Arizona Sheet Metal Pension Trust Fund
Sponsored by Board Of Trustees Arizona Sheet Metal Pension Trust Fund · EIN 866069718 · Plan #001 · Phoenix, AZ
- Total assets
- $124M
- Net assets
- $124M
- Active participants
- 814
- 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 |
|---|---|---|
| Alan D Biller & Associates, Inc. CRD 105283 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alan Biller & Associates | Investment advisory (plan) | $225,532 |
| The Segal Company | Actuarial | $103,869 |
| Southwest Service Administrators | Contract administrator | $94,974 |
| Washington Capital Management | Investment management fees (direct) | $92,939 |
| Ullico Infrastructure | Investment management fees (direct) | $61,469 |
| Us Bank | Custodial (securities) | $58,067 |
| William Blair & Co Llc | Investment management fees (direct) | $52,353 |
| Arrowstreet International | Investment management fees (direct) | $43,691 |
| Segal Select Insurance | Insurance services | $31,068 |
| Kelley Law Group | Legal | $30,656 |
| Baldwin Moffitt Behm Llp | Accounting | $27,237 |
| Wellington Trust Co | Investment management fees (direct) | $21,470 |
| Letterstream | Copying and duplicating | $11,457 |
| Prudential Trust Company | Investment management fees (direct) | $10,311 |