Sheet Metal Workers Local Union No. 28 Annuity Fund
Sponsored by Board Of Trustees Of Smw Lu No. 28 Annuity Fund · EIN 133073165 · Plan #002
- Total assets
- $590M
- Net assets
- $590M
- Active participants
- 3,683
- With balances
- 4,020
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rashanna Johnson | Employee (plan), Direct payment from the plan | $74,174 |
| Calibre Cpa Group, Pllc | Accounting, Direct payment from the plan | $59,028 |
| Glen Camisa | Employee (plan), Direct payment from the plan | $51,383 |
| Reynolds Consulting Services | Investment advisory (plan), Direct payment from the plan | $35,200 |
| Colleran, O'hara & Mills Llp | Legal, Direct payment from the plan | $34,931 |
| Carlos Andrade | Employee (plan), Direct payment from the plan | $31,009 |
| Robert Katuna | Employee (plan), Direct payment from the plan | $28,792 |
| Data Research Group | Other services, Direct payment from the plan | $22,941 |
| Proskauer Rose Llp | Legal, Direct payment from the plan | $20,353 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $19,765 |
| Flexible Business Systems | Recordkeeping, Consulting (general), Direct payment from the plan | $15,446 |
| Syntonic System, Inc | Other services, Direct payment from the plan | $7,220 |