Sheet Metal Workers Local No 124 Supplemental Retirement
Sponsored by Joint Board Of Trustees Sheet Metal Local 124 · EIN 736145795 · Plan #002
- Total assets
- $37.9M
- Net assets
- $37.9M
- Active participants
- 309
- With balances
- 456
Plan year beginning 07/01/2024 · 401(k)
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 |
|---|---|---|
| Rbc Capital Markets | Direct payment from the plan, Investment advisory (plan) | $40,000 |
| Empower Annuity Insurance Co | Direct payment from the plan, Contract administrator, Recordkeeping fees | $38,930 |
| Cox Holsted & Dimick Pllc | Direct payment from the plan, Contract administrator | $28,908 |
| Morrow & Co Llc Cpas | Direct payment from the plan, Accounting | $16,250 |
| Mcafee & Taft | Direct payment from the plan, Consulting fees, Legal | $12,667 |
| Ima Select Llc | Direct payment from the plan, Other insurance fees and expenses, Insurance services | $8,543 |
| Bruce Klein | Direct payment from the plan, Legal | $8,088 |