Sheet Metal Workers Local 17 Annuity Income Fund
Sponsored by Sheet Metal Workers Local No. 17 Annuity Income Fund · EIN 046394579 · Plan #003
- Total assets
- $656M
- Net assets
- $656M
- Active participants
- 3,288
- With balances
- 3,848
Plan year beginning 04/01/2024 · Profit-sharing, Partial participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Newton Investment Management Ltd CRD 111208 | fuzzy_auto · 98% | 2024 |
| Columbia Asset Management, L.L.C. CRD 124174 | fuzzy_auto · 96% | 2024 |
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
| Blackstone Alternative Credit Advisors Lp CRD 137519 | fuzzy_auto · 95% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Smw Annuity | Plan administrator, Investment management fees (indirect) | $484,259 |
| Smw Insurance | Contract administrator, Direct payment from the plan | $320,612 |
| Segal Marco Advisors | Investment advisory (plan), Investment management fees (direct) | $206,250 |
| Newton Investment Management | Investment management, Investment management fees (direct) | $147,504 |
| Lsv Investment | Investment management, Investment management fees (direct) | $143,361 |
| Empower Annuity Insurance Company | Recordkeeping, Recordkeeping fees | $123,486 |
| Columbia Asset Management | Investment management, Investment management fees (direct) | $113,296 |
| Income Research Management | Investment management, Investment management fees (direct) | $103,836 |
| Blackstone Alternative Asset | Investment management, Investment management fees (direct) | $83,306 |
| Buck Global Llc | Consulting (general), Consulting fees | $52,578 |
| Union Labor Life | Investment management, Investment management fees (direct) | $40,952 |
| Empower Advisory Group Llc | Investment management, Investment management fees (direct) | $40,191 |
| Krakow, Souris & Landry | Legal, Direct payment from the plan | $34,299 |
| Manzi & Associates | Accounting, Direct payment from the plan | $31,513 |
| Intercontinental | Investment management, Investment management fees (direct) | $13,541 |
| Lapier, Dillon And Associates Pc | Accounting, Direct payment from the plan | $7,681 |
| New Tower Trust Company | Investment management, Investment management fees (indirect) | $0 |
| Wellesley 1921 Fund | Investment management, Investment management fees (indirect) | $0 |