Sheet Metal Workers Local No.83 Annuity Fund
Sponsored by Sheet Metal Workers Local No 83 Annuity · EIN 141758410 · Plan #001
- Total assets
- $43.8M
- Net assets
- $43.8M
- Active participants
- 309
- With balances
- 352
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Nationwide Life Insurance Company | Investment management | $46,657 |
| Teal, Becker, And Chiaramonte, Cpas | Accounting | $15,000 |
| Krakow, Souris, & Landry, Llc | Legal | $10,000 |
| Creative Pension Consultants, Inc. | Consulting (pension) | $9,600 |
| James M. Sheppard, Cpa | Accounting | $8,920 |
| Next Financial Group, Inc. | Other investment fees and expenses | $0 |