Sheet Metal Workers Local Union No. 28 Pension Fund
Sponsored by Board Of Trustees Of Smw Lu No. 28 Pension Fund · EIN 112480671 · Plan #001
- Total assets
- $364M
- Net assets
- $364M
- Active participants
- 1,989
- 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 |
|---|---|---|
| Westfield Capital Management Company, L.P. CRD 146990 | fuzzy_auto · 98% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Eagle Asset Management Inc CRD 110653 | deterministic · 100% | 2024 |
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
| Harding Loevner Lp CRD 104543 | deterministic · 100% | 2024 |
| Rbc Global Asset Management (U.S.) Inc. CRD 107173 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Westfield Capital Management Lp | Investment management, Investment management fees (direct) | $130,544 |
| Milliman, Inc | $83,220 | |
| Loomis, Sayles & Company | Investment management | $74,213 |
| Richie Knice | Direct payment from the plan | $73,663 |
| Fenimore Asset Management | Investment management fees (direct) | $72,724 |
| Glen Camisa | Employee (plan), Direct payment from the plan | $61,194 |
| Calibre Cpa Group, Pllc | Accounting, Direct payment from the plan | $56,774 |
| Proskauer Rose, Llp | Legal, Direct payment from the plan | $53,390 |
| Carlos Andrade | $47,458 | |
| Eagle Asset Management | Investment management | $44,666 |
| Angelica Darby | $44,108 | |
| Mcmorgan & Company Llc | Investment management fees (direct) | $41,103 |
| Christina Overton | Employee (plan) | $38,290 |
| Reynolds Consulting Services | Investment advisory (plan), Investment management fees (direct) | $29,150 |
| Robert Katuna | $28,708 | |
| Colleran, O'hara & Mills Llp | Legal, Direct payment from the plan | $26,115 |
| Harding Loevner | Investment management, Investment management fees (direct) | $24,372 |
| Syntonic System, Inc | $20,612 | |
| Rbc Global Asset Management | Investment management, Investment management fees (direct) | $20,586 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct) | $17,608 |
| Flexible Business Systems | Recordkeeping, Consulting (general) | $16,554 |
| Data Research Group | Other services | $11,316 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $9,749 |
| Pitney Bowes Global Financial | Copying and duplicating | $9,370 |