Sheet Metal Workers Local #44 Retirement Income Plan
Sponsored by Sheet Metal Workers Local #44 Retirement Income Plan · EIN 236537135 · Plan #001 · Wilkes Barre, PA
- Total assets
- $35.2M
- Net assets
- $35.2M
- Active participants
- 181
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Berkshire Asset Management, Llc CRD 145463 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Berkshire Asset Management | Investment advisory (plan), Investment management fees (direct) | $128,647 |
| Lawrence C Musgrove Associates | Contract administrator, Direct payment from the plan | $35,640 |
| Foster & Foster | Actuarial, Direct payment from the plan | $24,860 |
| Alan Ross & Company, Pc | Accounting, Direct payment from the plan | $9,750 |
| O'donoghue & O'donoghue, Llp | Legal, Direct payment from the plan | $5,283 |