Sheet Metal Workers Local 218(s) Pension Plan
Sponsored by Sheet Metal Workers Local 218(s) Pension Fund · EIN 370843480 · Plan #001 · Overland Park, KS
- Total assets
- $61.2M
- Net assets
- $61.2M
- Active participants
- 147
- With balances
- 0
Plan year beginning 08/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Segal Company | Actuarial | $65,664 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $54,961 |
| Illinois National Bank | Custodial (securities), Other services, Distribution (12b-1) fees | $49,449 |
| Ullico Investment Advisors Inc | Investment management, Investment management fees (direct) | $46,182 |
| Tic International Corporation | Plan administrator | $40,800 |
| Marquette Associates Inc. | Investment advisory (plan) | $34,810 |
| Calibre Cpa Group, Pllc | Accounting | $24,326 |
| Cavanagh & O'hara, Llp | Legal | $14,666 |