Employer Industrial Sheet Metal Workers Local 16 Pension Trust
Sponsored by Board Of Trustees, Employer Industrial Sheet Metal · EIN 510171397 · Plan #001
- Total assets
- $90.6M
- Net assets
- $90.4M
- Active participants
- 522
- 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 |
|---|---|---|
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Panagora Asset Management Inc CRD 105201 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Actuarial, Consulting (pension), Participant communication | $125,053 |
| Verus Advisory, Inc | Investment advisory (plan), Direct payment from the plan | $95,000 |
| Acadian Asset Management | Legal, Direct payment from the plan | $56,436 |
| Dodge & Cox | Investment management, Direct payment from the plan | $43,790 |
| Panagora Asset Management | Investment management, Direct payment from the plan | $33,169 |
| The William C. Earhart Company Inc. | Plan administrator, Direct payment from the plan | $31,524 |
| Turner, Stoeve & Gagliardi, P.S. | Legal, Direct payment from the plan | $30,771 |
| Withumsmith & Brown | Accounting, Direct payment from the plan | $24,829 |
| Us Bank | Custodial (securities), Direct payment from the plan | $22,026 |
| Platform Cpas, Llp | Accounting, Direct payment from the plan | $15,738 |
| Iron Mountain | Other services, Direct payment from the plan | $9,489 |
| Herrle & Associates | Insurance agents and brokers | $7,493 |