Sheet Metal Workers' National Pension Fund
Sponsored by Bd Of Trustees Sheet Metal Workers' National Pension Fund · EIN 526112463 · Plan #001
- Total assets
- $8.9B
- Net assets
- $8.3B
- Active participants
- 66,166
- 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 |
|---|---|---|
| Metropolitan West Asset Management Llc CRD 104571 | deterministic · 100% | 2024 |
| Harding Loevner Lp CRD 104543 | deterministic · 100% | 2024 |
| Westfield Capital Management Company, L.P. CRD 146990 | fuzzy_auto · 98% | 2024 |
| Earnest Partners Llc CRD 107926 | deterministic · 100% | 2024 |
| Mentor Capital Management Inc. CRD 123176 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Graystone Consulting | Securities brokerage, Direct payment from the plan, Consulting fees | $3,093,880 |
| Union Labor Life Insurance Company | Investment management, Investment management fees (direct) | $1,364,569 |
| Calibre Cpa Group Pllc | Accounting | $1,243,284 |
| Victory Trivalent | Investment management, Investment management fees (direct) | $1,041,914 |
| Foundry Partners Micro Value | Investment management, Investment management fees (direct) | $1,014,621 |
| Delaware International | Investment management, Investment management fees (direct) | $939,863 |
| Metropolitan West Asset Management | Investment management, Investment management fees (direct) | $812,083 |
| Harding Loevner Lp | Investment management, Investment management fees (direct) | $793,221 |
| Westfield Capital Management | Investment management | $750,280 |
| Aristotle Lg Value | Investment management, Investment management fees (direct) | $627,668 |
| Blackrock | Investment management, Investment management fees (direct) | $599,582 |
| Delaware Management Business Trust | Investment management, Soft dollars commissions, Investment management fees (direct) | $517,998 |
| Earnest Partners | Investment management, Investment management fees (direct) | $496,165 |
| Mellon Capital Management | Investment management, Investment management fees (direct) | $461,364 |
| Maximum Technologies, Inc. | Other services | $436,782 |
| Rice Hall James | Investment management, Investment management fees (direct) | $410,699 |
| The Segal Company | Actuarial, Consulting (pension) | $387,101 |
| Seix Investment Advisors Llc | Investment management, Direct payment from the plan | $382,373 |
| Kelly Press | Copying and duplicating | $356,521 |
| Mooney, Green, Saindon Et Al | Legal | $349,862 |
| Martin Currie Emerging Markets | Investment management, Investment management fees (direct) | $346,854 |
| Lori Wood | Employee (plan) | $342,686 |
| Bridgeway Benefit Technologies | Recordkeeping | $327,791 |
| Tearyn J Loving | Employee (plan) | $299,995 |
| Timothy Myers | Employee (plan) | $243,220 |
| Ims, Inc | Other services | $236,076 |
| Debra Elkins Santi | Employee (plan) | $224,297 |
| Nis | Investment management, Investment management fees (direct) | $197,132 |
| Polen Capital Large Cap | Investment management | $189,096 |
| Kristin Bruck | Employee (plan) | $152,312 |
| Neil Sullivan | Employee (plan) | $135,883 |
| Ted Slinkard | Employee (plan) | $134,395 |
| Ellen Odell | Employee (plan) | $126,088 |
| Kathryn H Inkellis | Employee (plan) | $115,736 |
| Cdw Llc | Other services | $113,751 |
| Miller Kaplan | Accounting | $112,001 |
| Jessica Smith | Employee (plan) | $111,680 |
| Heather Mooneyham | Employee (plan) | $110,415 |
| Eddie Geisler | Employee (plan) | $107,489 |
| Versivo | Other services, Consulting fees | $107,130 |
| Cory A Tyson | Employee (plan) | $106,307 |
| Blitman & King Llp | Legal | $104,505 |
| West Group Payment Center | Legal | $104,505 |
| Mary Ross Kendricks | Employee (plan) | $98,327 |
| Kraw Law Group | Legal | $94,884 |
| Tina Sanders | Employee (plan) | $94,578 |
| Addison Group | Other services | $93,848 |
| Porter Powell | Employee (plan) | $92,205 |
| Kevin R Eddis | Employee (plan) | $88,581 |
| Withum Smith & Brown | Accounting | $87,078 |
| Jessica Dunleavy | Employee (plan) | $85,135 |
| Laron Howard | Employee (plan) | $83,705 |
| Segal Bryant Hamill | Investment management, Investment management fees (direct) | $82,464 |
| Debbie Keplinger | Employee (plan) | $81,716 |
| Daniel Hagerman | Employee (plan) | $79,231 |
| Warlene Williams | Employee (plan) | $79,201 |
| David Roland | Employee (plan) | $79,027 |
| Megan N Tabri | Employee (plan) | $77,218 |
| Toni Alston | Employee (plan) | $76,310 |
| Bismark Agyei | Employee (plan) | $74,108 |
| Cherylrene Loftland | Employee (plan) | $72,959 |
| Crystal Ward | Employee (plan) | $71,931 |
| Sarah Yimam | Employee (plan) | $71,616 |
| Allison C Merfeld | Employee (plan) | $71,429 |
| Heidi C Seppi | Employee (plan) | $70,698 |
| Jaide Abriam | Employee (plan) | $69,950 |
| Sabrina Davis | Employee (plan) | $68,772 |
| Hannah Pratt | Employee (plan) | $67,967 |
| Schultheis & Panettieri Llp | Accounting | $67,261 |
| Glenda Wilson | Employee (plan) | $67,221 |
| Ryan Maloney | Employee (plan) | $66,858 |
| Dominic Desimoni | Employee (plan) | $66,318 |
| Tina Winske | Employee (plan) | $65,763 |
| Wamco Sma | Investment management, Investment management fees (direct) | $65,687 |
| Paola Borda | Employee (plan) | $65,391 |
| Zach Milnes | Employee (plan) | $65,166 |
| Carminn Boseman | Employee (plan) | $64,800 |
| Express Employment Professionals | Other services | $64,547 |
| Chianta Pointer | Employee (plan) | $62,639 |
| Yvette Munoz Centeno | Employee (plan) | $61,436 |
| Ernest Trotman | Employee (plan) | $61,436 |
| Jessica M Balazek | Employee (plan) | $60,844 |
| Dewan Shehran | Employee (plan) | $60,677 |
| Courtney Vizek | Employee (plan) | $60,205 |
| Jennifer Tanner | Employee (plan) | $59,385 |
| Brandon Gross | Employee (plan) | $56,081 |
| Captrust Financial Advisors, Llc | Investment advisory (plan) | $55,000 |
| Sara Beasley | Employee (plan) | $54,708 |
| Christina Dougherty | Employee (plan) | $53,745 |
| Sarah Jones | Employee (plan) | $53,269 |
| James T Ray | Employee (plan) | $53,155 |
| Octavia L Samuels | Employee (plan) | $51,792 |
| Ryan Roop | Employee (plan) | $46,251 |
| Bronster Llp | $44,812 | |
| Jaelyn Scott | Employee (plan) | $44,722 |
| Chelsea Inkumsah | Employee (plan) | $44,314 |
| Quadient | Other services | $44,133 |
| Centersquare | Other services | $42,219 |
| Reliance Standard | Insurance brokerage commissions | $38,756 |
| Allyson Sico | Employee (plan) | $35,872 |
| Rabia Raja | Employee (plan) | $33,851 |
| Dell Marketing L.P. | Other services | $33,744 |
| United Business Technologies | Other services | $32,721 |
| Abel Noser | Investment advisory (plan) | $32,500 |
| Genessis Montecino | Employee (plan) | $28,142 |
| Savannah Megens | $26,615 | |
| Alison Wright | Employee (plan) | $26,224 |
| Baum Sigman Auerbach & Neuman, Ltd | Legal | $24,611 |
| Cahir Geraghty | Employee (plan) | $23,916 |
| Centurylink | Other services | $23,898 |
| Youtz & Valdez, P.C. | Legal | $22,364 |
| Christopher A Lynch | Employee (plan) | $21,963 |
| The Supply Room | Other services | $21,207 |
| Verizon | Other services | $21,190 |
| Social Security Administration | Other services | $20,350 |
| American Arbitration Association | Legal | $19,325 |
| Max Miller | Employee (plan) | $18,047 |
| Proxy Vote Plus, Llc | Other services | $18,000 |
| X1 Discovery, Inc. | Other services | $17,916 |
| Legacy Professionals Llp | Accounting | $17,870 |
| Benefit Plan Admin. Of Wisconsin | Accounting | $16,825 |
| Everbank | Other services | $15,356 |
| Wilson Mcshane Corporation | Other services | $14,989 |
| Rsvp Catering | Other services | $14,266 |
| Nicholas Do | Employee (plan) | $13,806 |
| Fairfax County | Other services | $13,452 |
| Life Status 360 Llc | Consulting (pension) | $12,848 |
| Mwm Law Llc | Legal | $12,023 |
| Ledbetter, Parisi, Sollars Llc | Legal | $11,675 |
| Bloomberg Industry Group | Other services | $11,306 |
| Nyumah Stewart | Employee (plan) | $10,549 |
| Exponential Consulting, Llc | Consulting fees | $10,288 |
| Allstate Workplace Division | Insurance services | $9,745 |
| Nccmp | Other services | $9,000 |
| Berent Law Firm, Pllc | Legal | $8,165 |
| Archer Hotel Falls Church | Other services | $7,283 |
| United Parcel Service | Other services | $7,000 |
| Jermain Dunnagan & Owens, Pc | Legal | $6,358 |
| Cohen, Weiss And Simon Llp | Legal | $6,072 |
| At&T Mobility | Other services | $5,794 |
| Arete Advisors Llc | Consulting (general) | $5,382 |
| Jk Moving Services | Other services | $5,347 |